legacy management

LEGACY MANAGEMENT

Our Concept can be summarised in 3 steps

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ASSET PROTECTION

The protection of your wealth resides in identifying and segregating it in a way which makes legal and fiscal sense.

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PRESERVATION & GROWTH

Preserve and Grow your wealth within certain risk levels while managing your lifestyle needs.

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SUCCESSION PLANNING & FAMILY GOVERNANCE

Plan your succession by ensuring your values are transmitted together with your wealth and thereby creating your legacy.

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