Legacy Wealth Advisors Pte Ltd was founded in 2020 in response to demand from clients for highly professional independent advisors, professional protectors and directors to support wealth preservation and succession planning.
After over 30 years in the finance and wealth management industry, our founders realised there was a need to support families with wealth preservation and succession planning in a holistic way.
We created Legacy Wealth Advisory to provide an independent, holistic succession planning service to help families to preserve their wealth for generations.
Our business evolved during the global pandemic as we asked ourselves ‘How else can we add value to our clients?’ We developed a unique holistic approach and a new business model for the industry.
We proudly now provide independent advice across wealth management, succession planning & family wellness to bring clients a truly holistic service.
If you’re looking for a prudent investment strategy or ready to create a robust succession plan for your family that will be effective for many years to come, book a call with Legacy Wealth Advisors today.
We believe the key elements to protect family wealth for the long-term are:
Legacy Wealth Advisors’ mission is to make a difference in our clients’ lives.
We seek to raise industry standards and put clients back at the centre of wealth management & legacy planning.
We have developed a uniquely innovative approach. We provide independent holistic advice to families on wealth management, succession planning & family wellness to bring clients a truly holistic offering.
We aim to give clients peace of mind, by knowing they have a trusted long-term partner working for them. We provide bespoke services to help families to preserve and grow their wealth, ensure a smooth transition of wealth, enhance family harmony, support the well-being of individual family members and prepare the rising generation to be future wealth owners.
It’s a tall order but we are on a mission to make it happen. As we continue to witness the meaningful impact we are having in our clients’ lives, it drives us to succeed.
“It requires a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it.” – Meyer Rothschild.
We have seen from our clients that it takes a huge amount of time and effort to create wealth, however, this wealth can be lost so easily, with a fraction of the time and effort that it took to create it.
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, has a good education and often has a very different lifestyle from their parents. The third generation is brought up with wealth and does not witness the hard work that went into creating it. This generation consumes the wealth and the family is soon back to wearing sandals.
At Legacy Wealth Advisors, we focus on wealth preservation and prudent growth. We find that clients who come to us have typically taken significant risk in creating wealth. They are therefore not usually looking for us to take extremely high risks to try to double their wealth again. Instead, they are looking for us to protect, preserve and prudently grow their wealth.
Investment markets can be volatile and managing a client portfolio can feel like steering a ship through a stormy ocean. There are many risks out there. We can see some of these risks, like black clouds on the horizon. Others are less obvious but we know they are out there just out of sight. Our investment philosophy is that we don’t try to time the market to avoid the storm. Instead, we focus on building the ship sturdy enough to weather any storm.
Our clients appreciate our investment philosophy, they share our values and are grateful for our paced & measured guidance through good times and bad times.
Do you feel that your children could be more prepared for being future wealth owners?
Do you feel that you could enhance certain areas of your wellbeing, such as your mindset, your physical health, your relationships, your wealth, your emotions or your spiritual wellbeing?
If so, visit our group company website www.thelifeacademygroup.com.