Generational Wealth

Legacy & Wealth Planning

Sophisticated strategies for ultra-high-net-worth families seeking to
preserve, protect, and transfer wealth across generations while maintaining family values and unity.

The Legacy Challenge

Beyond Wealth Preservation



Creating a lasting legacy requires more than accumulating wealth it demands sophisticated planning that preserves assets, educates future generations, and maintains family values across decades or even centuries.

The statistics are sobering: 70% of wealthy families lose their wealth by the second generation, and 90% by the third. This isn’t due to poor investment performance, but rather inadequate preparation of heirs and a lack of effective family governance.

Our legacy wealth planning addresses both the technical and human elements of generational wealth transfer, ensuring your family’s prosperity endures while maintaining the values and purpose that created it.

The Three Pillars of Legacy

1

Financial Capital

Preserving and growing financial assets through sophisticated structures and investment strategies.

2

Human Capital

Preparing future generations with education, values, and capabilities to steward wealth responsibly.

3

Social Capital

Building family unity, shared purpose, and positive impact on society and community.

Our Services

Complete Legacy Planning Solutions

We provide comprehensive legacy planning services that address every aspect of generational wealth transfer and family stewardship.

Multi-generational wealth transfer planning
Philanthropic and charitable giving strategies
Trust and estate structure design
Business succession and exit planning
International tax planning and compliance
Asset protection and risk management
Family governance and education programmes
Next generation preparation and mentoring

Inheritance Tax Calculator

Discover how much of your estate could be at risk from Inheritance Tax. This calculator provides an estimate based on current legislation.

Estate Details

Enter your estate information below

Tax Calculation

Based on current IHT rates and allowances

Important: This calculator provides estimates based on current legislation and standard assumptions. Actual IHT liability may vary depending on individual circumstances, reliefs available, and future legislative changes.

For accurate tax planning advice tailored to your specific situation, please consult with our specialists.

Implementation Process

Your Legacy Planning Journey

1

Discovery & Assessment

Months 1-2

Key Activities:
Comprehensive wealth analysism
Risk assessment and gap analysis
Family objective clarification
International structure review

2

Strategy Development

Months 3-4

Key Activities:
Multi-generational plan design
Structure recommendations
Tax efficiency optimisation
Implementation roadmap creation

3

Implementation

Months 5-12

Key Activities:
Legal structure establishment
Family governance framework
Asset transfer execution
Education programme initiation

4

Ongoing Stewardship

Ongoing

Key Activities:
Regular plan review and updates
Family education and development
Tax compliance management
Performance monitoring and reporting

Success Story

Multi-Generational Wealth Preservation

The Challenge

Family: Multi-generational business family

Wealth: £50 million across business and investments

Challenge: Fourth generation showing lack of business interest

Concerns: Preserving wealth and family unity

Solution Implemented
Established discretionary trust structure
Created family constitution and governance
Implemented education programme
Outstanding loans or financial obligations
Professional management structure
Results After 5 Years
Wealth Growth£65M (+30%)
Tax Saved Annually£2.1M
Next Gen Engaged100%
Key Achievements
  • Fourth generation actively participating in family governance
  • Successful business diversification and growth
  • Strong family unity and shared vision
  • Established charitable foundation

Client Experiences

Trusted by Discerning Clients

The legacy planning strategy has transformed our family’s approach to wealth. Our children are now engaged, educated, and excited about continuing our family’s values and success.

Lord Pemberton

Family Patriarch, Pemberton Holdings

Through sophisticated trust structures and family governance, we’ve preserved our wealth while maintaining family unity across three generations. The results speak for themselves.

Patricia Warwick

Family Matriarch, Warwick Family Office

Build Your Legacy

Create Generational Wealth

Transform your wealth into a lasting legacy that preserves your values,
protects your family, and creates positive impact for generations to come.

begin your legacy planning

PRivate Consultation
PRivate Consultation