We all leave a legacy, whether we plan for it or not
Magus have studied the practices of families who have successfully transferred their wealth across multiple generations. We’ve distilled these practices into our ‘Family stewardship programme’ designed to future-proof your financial and estate planning, and will help you ensure that wealth, knowledge, and values are successfully transferred across generations.
There are 3 pathways within the programme, which we’ll shape according to your family and business set-up.
- You and your family
- Your business and wealth
- Cultivating the next generation
Financial and estate planning are important in protecting your family’s future, but these need to be underpinned with family stewardship to give your family the knowledge and tools to successfully transition both strong family relationships and wealth across generations.
It won’t be your valuables you will be remembered for, but the lifelong gift you will have created – your family’s direction, vision, and values.