Leave a legacy not just an inheritance.
As a family business we understand the importance of leaving a legacy and not just an inheritance. Financial and Estate Planning are the processes we initially follow which are designed to preserve your wealth for this generation as well as protecting your wealth for the next generation. However, with Legacy Planning, we take this a step further, by helping you prepare your wealth for future generations.
For legacy planning, we use a process called Hereditas, which is designed to help you articulate, create, and implement a wealth for life plan which is consistent with your values and wishes.
This vision helps to provide meaning to your legacy – this information isn’t captured in your Will or anywhere else and it is designed with the sole purpose of helping your future beneficiaries to prepare to receive their inheritance and to create a lasting legacy for generations to come. Your Legacy will help your beneficiaries to understand what really matters to you, whether it’s your knowledge, your wisdom, your values or beliefs.
Only by carrying out the legacy planning process, will you be able to leave a true and meaningful legacy for your beneficiaries to follow. We will help you to create your vision document for the future of your wealth and we’ll be with you every step of the way to help support you and your families in implementing this vision for your future generations to enjoy.
Contact us today to discuss how our Legacy Planning process can help you further.