Behind every asset are people, relationships and decisions.

Wealth and assets.

Wealth is more than a collection of assets. It encompasses people, relationships, businesses, responsibilities and plans that evolve over time. Giving wealth a clear structure means identifying objectives, defining responsibilities and establishing rules to guide the administration and management of assets over the long term.

Understanding wealth

Value, relationships and the future

Every estate is different, both in its composition and in the story behind it. It may include company shareholdings, property, financial assets, works of art, rights and other assets.

Beyond their financial value, assets are connected to family needs, responsibilities towards others, business plans and long-term objectives.

For this reason, we begin not with a particular legal structure, but with an understanding of what the assets represent and the purposes they are intended to serve.

Wealth planning needs

Creating a framework for long-term continuity

  1. Asset stewardship

    Identifying potential risks and organising specific assets within a clearly defined arrangement, supported by clear rules and responsibilities.

    Effective asset management requires lawful planning that reflects the individual's personal, family and professional circumstances.

  2. Succession planning

    Planning the transfer of wealth in accordance with family wishes and the interests of those involved.

    Careful planning helps clarify roles, timescales and arrangements, reducing uncertainty as assets pass from one generation to the next.

  3. Family business continuity

    Establishing arrangements for managing company shareholdings, defining responsibilities and setting decision-making principles to support the business into the future.

    The aim is to maintain alignment between ownership, corporate governance and the responsibilities of future generations.

  4. Supporting vulnerable individuals and long-term care

    Setting aside assets and resources to provide for the care, support and long-term wellbeing of a vulnerable individual.

    Planning must take account of current and future needs, the people responsible for providing support, how resources will be used and the continuity of care.

  5. Property portfolios

    Coordinating the administration of properties with different characteristics and uses, establishing clear principles for their management, preservation and eventual transfer.

  6. Investments and overseas assets

    Bringing investments, financial holdings and assets located in different countries within a coordinated framework, taking account of applicable laws and compliance obligations.

  7. Art and collections

    Preserving the integrity and cultural value of artworks and collections through appropriate arrangements for their conservation, administration, stewardship and transfer.

  8. Philanthropy and the third sector

    Allocating resources to social, cultural or public-benefit purposes, with clearly defined objectives, responsibilities and administrative arrangements.

  9. Complex asset structures

    Bringing together different assets, interests and responsibilities within a coherent structure aligned with the intended objectives.

A plan shaped by individual circumstances

Objectives first, then the right structures

Discover how a trust works

Wealth planning requires an in-depth understanding of the people and interests involved.

The process begins with listening and analysing the circumstances. Working with the appointed professional advisers, we assess the assets, family relationships, potential risks, objectives and timescale.

Only then can an appropriate structure be identified and objectives set that can be achieved over time.

Discover how a trust works

FAQ

Wealth planning FAQs

It means organising assets, responsibilities and objectives within a long-term framework, clarifying how the assets are to be administered and passed on.

A trust may be considered to support succession planning, ensure business continuity, protect vulnerable individuals or administer complex assets in accordance with defined purposes and rules.

The assessment starts with the objectives, the composition of the assets and the relationships between the people involved.

AG Trustees — Experts in trusts and wealth planning

Ensuring lasting value requires a clear vision

Every wealth planning project has a different story behind it. Understanding that story is the first step towards establishing rules that reflect the people involved, their objectives and the future.

Contact us