Legacy Planning

“The greatest legacy one can pass on to one’s children and grandchildren is not money or other material things accumulated in one’s life, but rather a legacy of faith and character.”

– BILLY GRAHAM

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Preserving Your Values

Why is Legacy Planning Important?

Legacy planning does not take the place of your traditional estate planning. Instead, it is meant to complement your estate plan by determining how you want your intangible assets- your values, philosophies, beliefs, and morals- to be passed down to future generations too. 

What core values have guided you in your career or in building your business? What philosophies or ethos do you want your future generations to carry on in your family business?

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How We Can Help You


Everyone has their own unique legacy they wish to leave behind. Through our purpose-driven ethos, we will help you craft out a personalised plan on how you wish to incorporate the best legacy plan with your estate plan. 

Business Succession Planning

If you have spent a lifetime building your business, you would want to ensure its continuity and smooth transition, instead of having it become a potential source of strife within your family in the event of your retirement or passing on.

 

Business owners face complex decisions that would have an impact on not only the destiny and lives of the business, but also their families and employees.

 

We provide thoughtful business legacy planning guidance that would help you navigate the legal, operational, and structural decisions you would need to make in your family business succession planning.

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Legacy Giving

When we leave this world, many of us would want to leave a positive mark on society, especially if we are able to help a cause or charity that we believe in.

 

What is legacy giving? Legacy giving allows you to make a lasting impact on the lives of the less fortunate, giving others continual hope long after your lifetime.

 

Through family legacy planning, we advise individuals and families who want to use their wealth to leave a social impact, or who wish for their philanthropic goals to be carried out long into the future by their family.

 

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Mental Incapacity & Later Life Planning

What is mental capacity? The loss of mental capacity is something that can happen in later life. This means that you may lose the ability to make decisions for yourself due to illness.

 

Later life planning can ensure you are taken care of and that your interests would be looked after. You can plan for the future and know that everything is in place for your financial and personal wellbeing.

 

Whether you are a caregiver, family member, or an individual who wishes to set your future affairs in order, our team can provide you with all the guidance, support, and legal services you would need.

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