BT MAGAZINE 2024 VF no marks 8 oct - Flipbook - Page 44
ISSUE 17
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“Communication is the cornerstone of
successful legacy planning. Families need to
have open dialogues about their legacy goals
and involve heirs in the process. This ensures
the family’s vision and values are upheld.”
Legacy Planning:
Creating Iconic Family Wealth
Written by Peter Salkeld, Joint Managing Director
L
egacy planning is about more than safeguarding your assets—it's about creating a lasting impact and
ensuring your family's financial security for generations to come. It's a journey that combines strategic
financial planning with a personal touch to preserve wealth, values, and traditions. Figuring out how to
create your own dynasty isn't always easy. By thinking like an icon and planning strategically, you can build a
legacy that stands the test of time. Here, we'll explore practical guidance and expert insights from Blacktower
advisors on how to manage and preserve wealth across generations.
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