Estate planning with a focus on the whole family, for generations to come.
Generational Planning is a newish concept in financial planning. It advocates taking into consideration your wider family, sometimes multiple generations – even those who haven’t been born yet – when doing your own financial planning.
The aim is to preserve your wealth and legacies for decades to come, to give it a better chance of lasting well beyond the next two generations.
Generational Planning differs from the usual estate planning because it’s more than leaving gifts and legacies to your existing children and grandchildren.
The whole point of Generational Planning is to pass your assets on to those whom you’ll never meet. To look past just those in your life now.
Successful Generational Planning needs your goals and wishes clearly communicated to those closest to you. After all, they will be seeing through your plan long after you’ve gone.
At Kenwell, we’ll work closely with you to help you clarify your goals, develop a plan, communicate this plan and educate your beneficiaries. We’ll also advise you on the technical and legal aspects you need to consider – with the aim of tailoring the right system to successfully transfer your wealth for generations to come.
We specialise in independent, professional advice with a focus on advising international clients and their families in Switzerland, the UK and Australia.
Think of us as your trusted advisor, professional friend and financial bodyguard.