Work with an independent team of professionals to create an effective succession plan and tailor a prudent investment strategy to preserve and grow your wealth and to ensure a smooth transition of wealth to the next generation.
There are variations of this old proverb in many cultures around the world. It relates to wealth only lasting for three generations.
The often-repeated pattern sees the first generation start out wearing sandals, as they are without wealth and often without an education.
The best opportunity for this generation is to be entrepreneurs. They work hard and make great sacrifices to create wealth for their family.
The second generation is born into wealth, have a good education and often have a very different lifestyle from their parents.
The third generation are brought up with wealth and do not witness the hard work that went into creating it. This generation consumes the wealth and the family is soon back to wearing sandals.
Don’t let this be your family’s story, as it doesn’t have to be this way. Legacy Wealth Advisors Pte Ltd provides independent professional wealth preservation and succession planning expertise to help families to leave the legacy of their dreams.
We offer bespoke consulting services to design and implement a succession plan that ensures the smooth transition of wealth to a prepared next generation.
Let’s work together to create a robust and effective succession plan that will protect your family’s wealth for the long term and ensure a smooth transition of wealth between generations.
Navigating the complex world of investments requires experience & expertise. It helps to have independent professional advisors, working for you, without conflicts of interest.
Legacy Wealth Advisors can be your financial personal assistant. Let’s work together to tailor a prudent investment strategy to preserve and grow your wealth over the long term.
One of the keys to a successful transition of wealth is to have everyone on the same page. Legacy Wealth Advisors can facilitate this by providing bespoke services to enhance family harmony.
Why choose Legacy Wealth Advisors?
Our professional team will give you peace of mind about your family’s succession strategy and help you feel confident that future generations will be prudent stewards of your wealth.
Legacy Wealth Advisors does not represent any bank, financial institution, law firm, tax advisor or trust company.
We only have the best interests of you, your family and your beneficiaries in mind.
“Elizabeth’s final move has allowed her the freedom to place me in the centre of her advisory world”
Our advisors are highly qualified professionals with a long history of working with high net worth families in wealth management and trust.
We bring extensive experience and highly personalised service.
“Elizabeth has been esteemed by clients and colleagues alike for her professionalism and integrity.”
At Legacy Wealth Advisors, we believe wealth is about more than money and legacy is about more than succession structures; it’s about creating a framework to support future generations to develop themselves into healthy, happy and balanced individuals who are empowered to be future wealth owners.
“Elizabeth has always been dedicated to providing an outstanding level of service to clients which is tailored to their needs. She always goes the extra mile”
Testimonials
“I have known Elizabeth since 2007. Elizabeth knew I was going to retire from work and very quickly understood that the most important aspect of her work as my advisor was to protect my wealth, not just try and make more money, unlike many other private bankers I met along the way.
Returning to live in the UK with its complex tax structures for non-domiciled individuals, Elizabeth went about restructuring my portfolio with the help of UK tax advisors, and eventually made it more tax efficient.
Her final move has allowed her the freedom to place me in the centre of her advisory world and included a lot of work on Discretionary Trusts and Life Insurance products, to help protect my wealth long into the future.
The testament of my faith and trust in Elizabeth and her commitment to me and my family is that I have retained her services irrespective of the illustrious institutions that she has left behind.”
“I have known Elizabeth Hart for 24 years as both a client and a family friend.
Over the years, I have watched with admiration as Elizabeth has grown in her various roles from being a private banker in London when we first met to being a business leader in Singapore, establishing and leading the Rothschild South East Asia business for 12 years until 2016 and now with a family office.
Elizabeth is an accomplished leader who has a detailed understanding of wealth management and trust matters. She is well regarded by her colleagues and has the highest level of integrity.
Elizabeth has always been dedicated to providing an outstanding level of service to clients which is tailored to their needs. She always goes the extra mile, beyond what is expected, to make her clients and business associates feel special.”
Start with a free call so you can get to know our team.
Step One
Talk to us about your current circumstances and your hopes for the future.
Step Two
We will tailor our services to meet your succession planning needs.
Step Three
Ensure the smooth transition of wealth to a prepared next generation.