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Investing in your family's future wealth

Legacy and Estate Planning

Engaging your entire family in a discussion around the responsibilities and opportunities that wealth brings significantly improves your odds of creating an enduring family legacy. Our Wealth Specialists can work with you and your solicitor to build a comprehensive plan for transferring assets to future generations, while also working with each generation to help manage your family’s legacy.

We can also help you define a philanthropic strategy that maximises the positive impact your wealth can have in the areas that matter to you.
Throughout these discussions, we work alongside your lawyers and accountant to ensure all aspects of your estate planning are handled efficiently and in a tax-effective manner.
Our end goal is to provide the planning and support that you and your family need to steward your wealth across generations. 

Investing for Children and Grandchildren

For many parents and grandparents, investing in shares for your children or grandchildren is not only a great way for you to help build a nest egg for them in the future, but also a positive step towards educating them in the sharemarket and the value of investing over the long term.
Key Benefits 

  • Potential long term growth
  • Tax effectiveness
  • Creating Wealth opportunities

We can help you open an account on behalf of your children and/or grandchildren, and provide advice on an appropriate investment strategy to get them started.