You’ve worked hard to get your family and loved ones ahead. When it comes time to hand wealth across generations, we’ll navigate the complexity, implement strategies to protect the ones most important to you and maintain your legacy.
Your Finwell adviser will work with estate planning specialists to ensure that your wishes are met and your wealth is efficiently transferred to the next generation.
Whether you are dealing with multiple generations, establishing a philanthropic trust or preserving your wealth, we’ll ensure you have the appropriate structures in place to build a legacy. We can help facilitate sensitive discussions, working with you to develop a clear estate plan and talking it through with everyone concerned. This approach may help to reduce family disagreements and legal challenges.