OUR PHILOSOPHY

Wealth means far more to us than the monetary value attached to it.

We believe that wealth represents countless years of accumulated blood, sweat and tears. Wealth not only empowers families to spend time together, making precious memories that life is made of, but symbolises a legacy that will ultimately be passed on to generations to come.

At Legacy Family Wealth we recognise and respect the sacrifices made to get our clients to this point and we are resolute in ensuring they will not be made in vain.

Statistically, 70% of wealthy families lose their wealth by the second generation and 90% lose it by the third.

OUR PHILOSOPHY

Wealth means far more to us than the monetary value attached to it.

We believe that wealth represents countless years of accumulated blood, sweat and tears. Wealth not only empowers families to spend time together, making precious memories that life is made of, but symbolises a legacy that will ultimately be passed on to generations to come.

At Legacy Family Wealth we recognise and respect the sacrifices made to get our clients to this point and we are resolute in ensuring they will not be made in vain.

Statistically, 70% of wealthy families lose their wealth by the second generation and 90% lose it by the third.

We believe it’s our responsibility to change the status quo.

OUR CORE VALUES

LEADERSHIP

Legacy pays due attention to our role as fiduciary advisors. As such, we strive to provide direction, perspective, and confidence to the everyday management of our clients’ net worth.

FAMILY FIRST

Through our specialised platform, we objectively service an extraordinary set of multigenerational family relationships.

PERFORMANCE-DRIVEN

We hold exceptionally high expectations of ourselves and our outcomes.

SYNERGY

We believe we’re only as good as the sum of our parts. We rely on each team member to bring their own experience and skill set to the mix, ensuring financial prosperity of all our clients.

PROGRESSIVE

We keep abreast of industry shifts, trends, and innovations, ensuring insight and flexibility to proactively respond to new opportunities.

EXCELLENCE

Every aspect of our work is facilitated with only the highest standards of professionalism and expertise. We maintain an uncompromising commitment to exceptional client service and an unwavering dedication to the fiduciary standard.

HONESTY & TRANSPARENCY

We’re intentional about eradicating any hidden agendas. We believe in open, honest communication and practices from the bottom up.