Family Legacy Service
Wealth Structuring
As family wealth expands across businesses, investments, properties, jurisdictions, and generations, fragmented ownership can create unnecessary exposure, administrative complexity, and uncertainty.
L’Heritage helps families develop a coherent wealth architecture that clarifies how assets are owned, controlled, protected, reported, and ultimately transferred.
Our role is to bring together the family’s objectives with appropriate legal, tax, fiduciary, corporate, insurance, and investment structures. The result should not be complexity for its own sake, but a defensible framework that supports continuity, oversight, and long-term adaptability.
Areas of focus
- Asset ownership and holding structures
- Separation of private, business, and investment risk
- Cross-border wealth organisation
- Trust, foundation, insurance, and corporate structures
- Privacy, compliance, and governance
- Succession and generational transfer readiness
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OUR APPROACH
What the family legacy advisory may include
- Wealth Mapping and Ownership Review — Consolidate the family’s assets, liabilities, entities, jurisdictions, beneficial ownership, and decision-making rights.
- Risk and Exposure Assessment — Identify potential exposure arising from business liabilities, personal guarantees, litigation, marital claims, political risk, or fragmented ownership.
- Holding Structure Design — Assess suitable holding companies, special-purpose vehicles, trusts, foundations, insurance structures, or layered arrangements.
- Core and Risk Asset Separation — Distinguish foundational family wealth from operating businesses, higher-risk investments, and entrepreneurial activities.
- Jurisdiction and Domicile Coordination — Review the interaction between asset location, citizenship, residence, domicile, legal systems, and reporting obligations.
- Governance and Control Framework — Define who holds legal ownership, decision-making authority, fiduciary responsibility, and oversight.
- Compliance Coordination — Align the structure with beneficial-ownership reporting, FATCA, CRS, economic-substance, tax, and regulatory requirements.
- Implementation Oversight — Coordinate qualified legal counsel, tax advisers, trustees, fiduciaries, insurers, banks, corporate administrators, and investment professionals.
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Strategic Insight
Comparison
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Our Advisory Process
How L’Heritage Turns Complex Wealth into a Workable Plan
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FAQ
All You Need to Know
About Family Legacy Advisory
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Services
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