Intergenerational and intragenerational relationships
The very essence of sustainable family cohesion lies in harmonising the aspirations, expectations and roles of each member, to achieve unified governance and enhance the value of a shared heritage.
WHY IS THIS IMPORTANT?
- To establish open and constructive communication between family members
- To make important and strategic decisions
- To promote financial education and prepare heirs for future responsibilities
Managing financial assets
Wealth encompasses all the property, assets and financial resources accumulated and managed by a family. The goal of wealth management is to preserve and grow this wealth while considering the family's objectives and needs.
WHY IS IT IMPORTANT?
- To effectively manage all investments, to preserve their value and support short-, medium- and long-term objectives.
- To optimise suitable tax strategies, to minimise costs and maximise benefits, while respecting financial and estate goals.
- To protect and ensure the secure transfer of family wealth to future generations.
Inheritance that goes beyond material value
Family Heritage Legacy® can be compared to a family's DNA. It embodies what makes your family unique and memorable, an indelible marker of the values and principles you wish to pass down through the generations.
WHY IS IT IMPORTANT?
- To preserve both a material and immaterial legacy
- To ensure continuity of your ideals and principles
- To make an impact, to make a difference
FHL : a 360-degree view of your wealth management
What if today was the right time to start talking about your family's future?
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