Your Legacy
Your Family's Happiness
Our Mission - Making it Happen
“You go through life wondering what it is all about but then at the end of the day it’s all about family”
- ROD STEWART -
Guiding you to a better tomorrow
We create an environment to enable high net worth families to enjoy and plan their wealth to create the best possible family legacy.
It has four key strands:
Planning
Estate planning sets objectives and structures Lasting Powers of Attorney and Wills to give them effect. Prospective Attorneys and Executors need to be chosen and prepared for their roles and what they will mean for their lives.
Preparation
Thorough preparation will allow attorneys and executors to step in and manage the finances, health and lifestyle of a family member when the time comes. They will have full access to all relevant documents and information. Investing this effort early on saves future time and money and reduces distress when family members can no longer manage their own affairs or pass away.
Management
All good things come at a price. A high net worth family has tax advisers, accountants, financial advisers, investment managers – all fill crucial roles, but they do not manage the day-to-day life which wealth brings. A family concierge deals with the burden of complexity and administration, freeing up time to enjoy the things that matter.
Attorney and Executor
Professional attorney or executor has no role until called up by circumstances. When they do step in, they need expert help and guidance so that the final phases of a family member’s life do not thwart the vision of a happy legacy.
Please contact us for further information