Wealth Transfer

It’s not just what you leave behind.
It’s about the how, who and when.

Intergenerational wealth planning

Transferring wealth to future generations is about more than what you leave in your will. It starts with the big questions.  What legacy do you want to leave?  What are your hopes and dreams for your children?  Are your children ready to inherit?  What advice, support or oversight do they need?

Your answers will guide the ongoing decisions we make about how you structure, protect and grow your wealth. As you navigate transitions in your family or financial world, we will make sure you get the advice you need and that what’s important to you remains at the heart of your plan.


Giving is very personal. And everyone has different reasons for doing it. Whatever the driver, we advise clients on the planning and structuring of their philanthropic giving. For today, tomorrow, and for generations to come.


Contact us about a discovery meeting

We'd love to meet you and see how we can help you achieve the future you want.

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