Wealth is a river, meant to widen and deepen for generations.

As a successful household, you now see your wealth as a legacy. Not just for children, but their children. You become a thoughtful river keeper.

You draw prudently, preserving and growing for those downstream. Not ownership, but stewardship.

You empower loved ones, ensuring they find their own way. Truly multi-generational wealth.

With Legacy®, we help you achieve this vision.

• Our private office service provides the tools to widen your river for generations. To causes that matter most.
• We take an innovative, purpose-driven approach. Collaborating on objectives aligned with your evolving life and family goals. Strategising year after year.
• We underpin each element of the service with award-winning planning software, and your own 24/7 wealth portal.
• We also surround you with an expert team of human and life focused specialists, including expert coaches, your very own travel planner, and a good-giving adviser.

Legacy® gives you foresight to steward wealth downstream.

To family, to causes, for generations to come.

Let us help awaken your river keeper.