Wealth that lasts beyond one generation.
Helping families agree on what they want their wealth to do, and building the structures and conversations that carry it forward.
Our family and legacy work starts with the people, not the paperwork. We help families talk through their values, plan for the next generation and put clear arrangements in place, so that decisions are made calmly, long before they are urgent.
Five areas that shape a lasting legacy.
Family governance
Simple, written agreements on how decisions are made, who has a voice, and how disagreements are resolved.
Succession planning
Clear arrangements for ownership, control and continuity, reviewed as family members, businesses and laws change.
Next-generation readiness
Education and structured experience that prepare younger family members to understand, and eventually steward, the wealth.
Education planning
Plans that fund learning for the children and grandchildren you care about, with flexibility as their paths change.
Giving and philanthropy
A structured approach to charitable giving, so your values are reflected in how you give as well as how you invest.
From a conversation to a family charter.
Talk it through
We meet each family member you choose to involve, to understand what matters most to each of them and to you.
Write it down
We help you record shared values, decision rules and the roles people will play, in a plain-language family charter.
Review together
The charter and the financial plan behind it are revisited on a regular schedule, and whenever life changes.
Before you start, you may be wondering.
Do we need to involve everyone?
No. You decide who joins each conversation. Many families begin with the people who will be affected most.
Is this only for large estates?
Families of many sizes benefit from clear agreements. We will tell you honestly whether a conversation is worth having now.
Will my children be involved?
Where it makes sense, yes. Involving younger family members early builds understanding and trust.
How often do we review it?
Regularly, and whenever something significant changes in the family, the business or the law.
Wealth is not only what you keep, but what you pass on with confidence.Sahmara Private Bank
Start the family conversation.
Book a private consultation with your advisor. You can come alone or bring the people closest to you. Every conversation is confidential.
Book a private consultation