Family Wealth Management in Ashfield
leave a lasting legacy that means the world to you
family financial planning services
there’s more to inheritance than money and property
Your legacy is as personal as your fingerprint. It extends beyond financial wealth, encompassing everything that defines you - from your core values and vision for the future to the knowledge, wisdom and experience you acquire over your lifetime.
Legacy planning captures all of these elements and builds a wealth management strategy around them. Its aim is to give your beneficiaries a clear sense of the direction you would like them to take - so they can keep your legacy alive and aligned with your wishes for generations to come.
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A plain-English guide for families thinking about what they will leave their children.
Family Wealth Management
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Family Wealth Management
To sum up Family Wealth Management in a single sentence, it's an astute way to ensure you leave a lasting and meaningful legacy for future generations, while enjoying your wealth for the rest of your life.
If you haven't come across the term before, you're not alone. What we do is rare. It's also highly refined, focusing on you, your family and how we can create a strategy for preserving, protecting and passing on your wealth.
By taking time to understand what makes you tick and the things you value, we're able to guide you to a place where you feel confident that your legacy is sustainable, with carefully constructed plans that mean your financial wealth - and your wealth of knowledge, wisdom and experience - will continue to have a positive impact on the world long into the future.
Looking for family wealth management advice in Ashfield? AMG Wealth works with individuals and families, and every meeting can be at our office, at home or by video call. You decide which of the three suits you.
What does family wealth management involve for someone in Ashfield? At its heart, family wealth management is about preserving, protecting and passing on your wealth, with you and your family at the centre. The aim is a legacy that stays meaningful for future generations while you enjoy your wealth for the rest of your life.
Mostly, the people we help in Ashfield are planning an inheritance for their children. They want to know it is set up properly and that their family will not be left guessing. Our estate planning page explains what is involved.
In Ashfield our first conversation about family wealth management is unhurried. We start by listening, and you will not meet a hard sell or a predefined process. To speak to an adviser, call 01332 551155 or send us your details.
Our main page explains family wealth management in full. You can also look at estate planning in Ashfield, or visit our financial advisers in Ashfield page for the wider picture in Ashfield.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.