Estate & Legacy Solutions
Thoughtful wealth and legacy planning solutions designed to help you organise, protect and transfer your wealth to the next generation. We help bring together your investments, nominations, succession considerations and family wealth objectives as part of a structured long-term legacy plan.
What are Estate & Legacy Solutions?
Estate and legacy planning is the process of organising your financial assets and wealth-transfer arrangements so that your wishes can be carried forward and your family can manage inherited wealth in a more structured manner.
A well-planned legacy can bring clarity around investments, property, insurance, nominations, family wealth and succession considerations. It can also help families prepare for the orderly transfer and management of wealth across generations.
At True Assets, we take a holistic approach to legacy planning. We help you review your financial assets, understand your family’s objectives and coordinate appropriate wealth-transfer considerations with the relevant professionals wherever required.
Benefits of Estate & Legacy Planning
Structured Wealth Transfer
Create a structured approach to transferring financial assets and family wealth to the next generation in line with your overall wishes and applicable legal arrangements.
Family Financial Clarity
Organise important financial information and investment arrangements so that family members can better understand and manage the family’s financial assets.
Succession Preparedness
Prepare for future wealth transitions by reviewing ownership, nominations, succession considerations and other relevant financial arrangements.
Intergenerational Wealth Planning
Build a long-term framework for preserving and managing wealth across generations while keeping family financial objectives in focus.
Estate & Legacy Planning Solutions
Wealth Transfer Planning
Review your financial assets and develop a structured approach towards future wealth transfer based on your family structure, objectives and financial requirements.
Nomination Review
Review nominations across eligible financial investments and accounts and help identify areas where updates or coordination may be required.
Succession Coordination
Help coordinate financial information and investment-related requirements with appropriate legal and professional advisors where succession planning is involved.
Family Wealth Structure
Review how investments, insurance and other financial assets fit together as part of your family’s broader wealth and legacy objectives.
Investment Continuity
Help families understand their existing investment portfolio and prepare a framework for managing investments during important life transitions.
Legacy Wealth Planning
Develop a long-term perspective for preserving, managing and transferring family wealth while keeping future generations in consideration.
Who Should Consider Estate & Legacy Planning?
Estate and legacy planning can be valuable for individuals and families who have accumulated financial assets and want to prepare for their orderly transfer and future management.
It can be particularly relevant for families with multiple investments, property, insurance policies, business interests or significant financial assets spread across different institutions.
It can also be useful for individuals approaching retirement, business owners, senior family members and those who want to create greater financial clarity for the next generation.
Our Approach to Legacy Planning
Understand Your Family Structure
We begin by understanding your family structure, financial objectives, existing assets and your broader wealth-transfer priorities.
Review Your Financial Assets
We help create a consolidated view of relevant investments, insurance and other financial assets that form part of your overall wealth.
Identify Planning Gaps
We help identify areas that may require attention, such as outdated nominations, fragmented investments or lack of clarity around financial arrangements.
Coordinate With Professionals
Where legal, tax or succession expertise is required, we help coordinate financial information with the appropriate professional advisors.
Important Considerations in Estate Planning
Estate and succession planning can involve legal, tax, family and financial considerations. Investment arrangements and nominations should therefore be reviewed in the context of your overall estate plan and applicable laws.
Depending on your circumstances, you may need assistance from qualified legal, tax or other professional advisors for matters relating to wills, succession, trusts, taxation, ownership structures or other legal arrangements.
Our role is to help you understand and organise the financial and investment aspects of your wealth as part of a broader legacy planning process.
Plan Today. Preserve Tomorrow.
Holistic Financial Perspective
We look at your investments and financial assets as part of your broader family wealth rather than treating each investment in isolation.
Family-Centric Planning
Our approach focuses on creating greater clarity around family wealth, financial objectives and long-term intergenerational planning.
Ongoing Wealth Review
As your wealth, family circumstances and financial objectives evolve, your legacy plan can be reviewed and updated accordingly.
Build a Legacy That Lasts Across Generations
Your wealth represents years of hard work and financial discipline. Let us help you organise your investments and financial assets as part of a thoughtful long-term legacy plan.
Talk to a Wealth Advisor