Intergenerational Wealth Planning

Legacy is more than inheritance – it's about creating lasting impact across generations. At Core Private Wealth, we understand that preserving and transferring wealth requires careful consideration of both financial and family dynamics.

Drawing on our extensive experience with complex households, we help you navigate the intricate process of wealth transition. Our advisers will address not just the technical aspects of wealth transfer, but also the delicate family dynamics that come with it. We understand that each generation brings its own perspectives, ambitions, and challenges. Our role extends beyond traditional estate planning – we act as stewards, helping to bridge generational gaps and foster meaningful dialogue about wealth's responsibilities and opportunities.

Through our centralised approach, we ensure that every aspect of your intergenerational strategy works in harmony. From tax-efficient structuring to family governance, from business succession to philanthropic planning – we bring all elements together at the core of your family's financial future.

Working alongside your family, we help establish frameworks that promote understanding, preparedness, and responsible stewardship. Our expertise enables you to:

  • Create robust succession structures that preserve family harmony along with your professional team

  • Implement tax-efficient transfer strategies

  • Build lasting philanthropic legacies Integrate business succession with family wealth planning

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Professional Investment Management

At Core Private Wealth, our investment management services centres on delivering institutional-grade investment capabilities to our private clients.

Strategic Financial Advice

At Core Private Wealth, we specialise in delivering measured, intelligent advice tailored to the needs of high-net-worth individuals and complex households.

Wealth Administration

We understand that time is one of your most valuable assets. Whether you manage multiple entities, investments, or complex structures, we ensure that every detail is handled efficiently .

Asset Structuring 
and Protection

Having a skilled adviser who deeply understands tax and estate planning is indispensable for High-Net-Worth families.

Bespoke Needs

At Core Private Wealth, we understand that certain financial challenges require tailored solutions that go beyond conventional advice.

Philanthropy

Many of our clients at Core Private Wealth reach a pivotal point in their lives where they have secured more than enough wealth for their lifetime and future generations.