Passing on the legacy is as much about the values as it is about wealth.
We offer complete support for knowledge and asset transfer to future generations.
Estate planning | Creating a different set of beneﬁciaries for separate ‘pool of assets’ | Protection from bankruptcy | Philanthropy
In order to create a lasting legacy, it’s necessary to build a long-term structure for the management, control and succession of your wealth. This structure is ﬁnalized by aligning our strategy with the core values that you’d like your wealth to exhibit. We offer complete support for knowledge and asset transfer to future generations. We have an array of services that mentor and empower the younger generation of the family; at the same time, instilling values that will perpetuate the family’s legacy.
We also use our expertise and comprehensive understanding of the intricacies of
multi-generational and multi-country wealth management to help our NRI clients looking to manage their Indian assets. To this end, we also enable using trusts as an effective investment platform. They can be instrumental in:
Enabling ease of administration
Securing the conﬁdentiality of ﬁnancial transactions
Creating a different set of beneﬁciaries for separate ‘pool of assets’
Corporate Office - 809A, 608, C - Wing, ONE BKC, Bandra (E), Mumbai 51, Maharashtra, India | Tel +91 22 48912700 | legacyglobalwealth.com | Registered Office - A -1902, Sai Pride CHSL, Plot 5, Sector 18, Sanpada, Navi Mumbai 400705, Maharashtra, India | CIN : U67190MH2017PTC301715
Member of BSE for Capital Markets - Cash Segment alloted no. 6704. Corporate Distributor of Mutual Funds ( ARN 143583)For any grievance or disputes please contact us at the above address and phone number or send us an email to firstname.lastname@example.org. In case you are not satisfied with the response, you may contact the stock exchanges directly: (BSE) Tel: +91 22 2272 809 or Email: email@example.com; Alternatively you can register your concern on SEBI’s SCORES portal by clicking on https://scores.gov.in Trading and investments in Securities are subject to market risk, there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Do's & Don'ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing.