Family Wealth Management in Harborough
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.
Our advisers work with individuals and families in Harborough, and family wealth management is one of the services we offer. Meetings take place at our office, at your home or by video call, as you prefer.
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. That is the starting point for anyone in Harborough asking us about family wealth management.
If you live in Harborough and you are thinking about what your children will inherit, that is exactly the kind of conversation we have most. No jargon and no hard sell. See estate planning for how we approach it.
What does a first conversation about family wealth management look like for clients in Harborough? We start by listening, with no predefined process, no time pressure and no hard sell. Call 01332 551155 or send us your details to arrange it.
For the wider picture in Harborough, see financial advisers in Harborough, read about family wealth management, or look at estate planning in Harborough. The same advisers look after all three.
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.