The Power of Legacy
Money, and its nature, is more predictable than human nature.
Many of our clients find the word retirement an unacceptable full stop. With all their energy and skills, they want to continue to contribute, leaving a lasting legacy to future generations.
Individuals tend to pursue a second career of personal or philanthropic endeavours. Business owners of multigenerational companies often find themselves faced with the careful transfer of wealth and responsibility. The challenge is connecting the dots between active and passive investments.
Invariably, the interplay of generations is complex along the family wealth journey. A family is not a corporation. Rather, a set of related individuals with diverse viewpoints. We understand that managing these dynamics takes a unique combination of empathy and experience.
Building a successful family future, devoid of confusing burdens, takes a collective understanding of one’s vision and direction. It’s a fast world, and many things may change. Our strategic capability for over 50 years is a reflection of our client’s achievements. It’s an enduring journey alongside them to protect and grow their wealth.