Your legacy is not only about what you leave behind – it’s about the values, care, and resources you pass on to future generations. At BDO, we’re here to help you make thoughtful, informed decisions to ensure your legacy is secure. Whether it’s through estate planning, managing inheritances, or guiding how you share your wealth, we’ll help you create a lasting impact that reflects what matters most to you and your family.
- Do you have a talented child who dreams of studying abroad?
- Have you thought about gifting to your children or grandchildren during your lifetime?
- Would you like to share some of your wealth with a charity close to your heart?
- Do you know the benefits of setting up a family trust to protect your legacy?
With our expertise, we’ll help you plan for the future in a way that honours your wishes and creates a lasting, meaningful impact for those you care about.
As your financial guide, we’ll help you navigate:
Have you put the right legal structures, like wills, trusts or contracts, in place to ensure your legacy is passed on as you intended?
Will the wealth you leave behind be enough to take care of your loved ones and the causes you care about?
If something happened to you, would your life and disability cover be sufficient to secure the legacy you want to leave?
Are you making use of tax-efficient strategies to preserve more of your wealth for future generations?
Is your investment portfolio structured to support the legacy you want to leave?