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Legacy Planning

L’Heritage provides exceptional legacy planning services by investing our time and effort to understand your very own definition of “legacy”. Our planners, along with a team of financial advisors and other specialists will work closely with you to uncover your family’s lifestyle preferences and aspirations. These steps are carefully coordinated in order to design a personalised wealth management framework.

“Unravelling your desired legacy for future generations”

Global Residency

This profound responsibility is handled by our finest team of global residence advisors, who will invest their time and attention to understand your family’s relocation requirements. Our concerted effort is designed to smooth every detail of your relocation journey: from residency requirements to on-ground assistance in locations spanning Europe to the Americas, Asia through to Oceania.

“We establish a global residence diversification platform to ensure an elite and sustainable lifestyle for your family”

Social Impact & Philanthropy

L’Heritage truly believes that philanthropy lies at the heart of human greatness. This is a sentiment that most of our high-net-worth families share. Social giving is not only about money. It is about feeling the pain of others and caring enough to give back in the forms of money, effort or time donations. By focusing on the causes of our client’s specific choosing, philanthropy is one cornerstone of legacy planning. 

“There could be no definition of a successful life that does not include service to others”

Luxury Concierge Service

L’Heritage’s team of talented concierges will go to great lengths to deliver any and all of your seemingly impossible desires. We orchestrate with our extensive global network to gain you access into private events, hidden gem destinations and the world of glamour—whilst enjoying unmatched privacy and discretion.

“The quality of experience will be remembered long after the price has been forgotten”