How can I write my family's future?

It‘s not easy projecting yourself into the future. To see what‘s around the next bend. And know which direction to take. But one day, you‘ll stop and look back at the decisions you made along the way. And you‘ll appreciate the financial plan you put in place that allowed you to fully enjoy the ride.

Planning for a time when you’re no longer around may seem daunting. It doesn’t have to be. We’re here to take the uncertainty out of preparing for the future. All it takes is an open conversation about what you want for your family. Of course, you’ll have questions. But together we can find the answers. And the earlier you start planning, the earlier you’ll be ready.


Questions to ask yourself

It’s a good idea to start early to make your financial plan as effective as possible. But there’s a lot to consider. Begin by asking yourself these three questions:

84%

of people expect future events to be positive, even when they only remember 69% of past events to be positive.*

Am I setting my family up for success?

It’s never too early to talk to your children about money: how it was made, how you should manage it, and why it doesn’t define you. Does your family have the right perspective on wealth?

How do I start the conversation?

It may seem like an uncomfortable topic to discuss. But simply starting to talk through your plans is half the battle. And the more honest you are about how you’d like to pass on your wealth, the easier the discussion becomes.

How do I want to pass on my wealth?

You want to give your children access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests?

Without proper planning, individuals could lose up to

50%

of their fortunes through inheritance taxes.**

Keeping up with the latest insights can give you great ideas for making the most of your wealth.

How can wealth management help?

You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your Client Advisor, who’ll work with our investment specialists and other members of the relationship service team to address your specific needs.


Our service

Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.


We'd like to meet you

Come and see us so we can start working towards your future.