Passing on your wealth

Leave a lasting legacy that means the world to you

Family wealth management

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.

The AMG advantage

Feel at ease from the moment we meet

Peace of mind

Our measured approach to legacy planning means you don't have to worry about the 'what ifs'. We'll make sure everything is in place for the future custodians of your wealth, leaving you free to enjoy life to the full.

Family values

At AMG we treat our clients like family. To build a strong and supportive relationship, we'll spend time getting to know you - where you've come from, where you're heading and what you cherish most in life.

Tailored advice

How we work is a far cry from one-size-fits-all advice. Our recommendations will always be tailored to you and your individual circumstances - there's nothing standard about the service we provide.

The details

Planning that puts you front and centre

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 and unique. 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.

Begin your journey

Things you should know

There's a difference between financial planning and Family Wealth Management. Both are important and we can combine the two within a comprehensive wealth management strategy that's centred around you and your vision for the future.

Contact us

Let's talk about Family Wealth Management

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

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