Intergenerational Wealth Planning | Executive Wealth Solutions

Intergenerational Wealth

Build a lasting legacy and secure the financial future of your family for generations to come.

Guiding Wealth Across Generations

Intergenerational wealth planning is about more than just passing on assets. It's about creating a lasting legacy that empowers future generations to thrive. At Executive Wealth Solutions, we understand the complexities of preserving and transferring wealth across generations, and we offer expert guidance to help you achieve your goals.

Family Harmony

Navigate the complexities of wealth transfer with sensitivity, ensuring a smooth transition and preserving family relationships.

Building a Lasting Legacy

Create a lasting impact by empowering future generations to manage wealth responsibly and achieve their own financial goals.

Guiding Wealth Across Generations

Intergenerational wealth planning is about more than just passing on assets. It's about creating a lasting legacy that empowers future generations to thrive. At Executive Wealth Solutions, we understand the complexities of preserving and transferring wealth across generations, and we offer expert guidance to help you achieve your goals.

Family Harmony

Navigate the complexities of wealth transfer with sensitivity, ensuring a smooth transition and preserving family relationships.

Building a Lasting Legacy

Create a lasting impact by empowering future generations to manage wealth responsibly and achieve their own financial goals.

Following the sale of our business, we found ourselves in a fortunate position where we had substantially more capital than we needed for our retirement and future. At the same time our children were struggling under the weight of large mortgages and education expenses for our grandchildren.

We wanted to help them, however, we also worried that providing large lump sums may destroy their motivation and ambition to achieve their own personal goals. David’s advice was invaluable. He took the time to understand our key objectives, the family dynamics, and everyone’s financial position. He then developed a plan which included the gradual transition of wealth, tax minimisation strategies, and most importantly education and goal setting for our children. It gives us great peace of mind to not only help our children financially, but to also know that our children will have knowledge and experience with financial matters, so they can preserve and protect our legacy for themselves, their children and future generations.

Grant & Melissa Williams

Executive Wealth Solutions stands out from other firms

The Financial Advice Process

Our comprehensive five-step process consists of the following stages:

Step 1 – Understand your situation
Step 2 – Design a bespoke financial strategy
Step 3 – Present your statement of advice
Step 4 – Put the plan into action
Step 5 – Ongoing review, monitoring, and optimisation

Take The First Step On Your Journey To Financial Security & Peace of Mind

Frequently Asked Questions

What is intergenerational wealth planning?

Intergenerational wealth planning involves strategically managing and transferring wealth to future generations, minimising tax implications and ensuring your legacy is preserved.

What are the benefits of intergenerational wealth planning?

Benefits include tax efficiency, asset protection, family harmony, and the opportunity to educate future generations about responsible wealth management.

What strategies are used in intergenerational wealth planning?

Common strategies include trusts, gifting, philanthropic planning, and family investment companies.

When should I start intergenerational wealth planning?

The earlier you start, the more options you have. However, it’s never too late to begin planning for the future of your family’s wealth.

How can Executive Wealth Solutions assist with intergenerational wealth planning?

Our experienced advisers provide expert guidance on wealth transfer strategies, tax minimisation, and philanthropic planning, ensuring your legacy is protected for generations to come.

Intergenerational Wealth