Creating a sustainable family financial legacy using a proven framework.
Despite the best efforts of the planning done by multiple generations, various family members and advisors, the unique and complex steps to creating a sustainable family financial legacy can be challenging to achieve.
Multi-generational families have unique needs when considering family governance structures, access points to assets and guidance around future considerations to support the family’s financial values.
We offer TOFF.HD as a service to help families create a financial legacy that will live beyond their children and grandchildren. Our team of experts works with you to understand your goals and objectives. We bring not only the appropriate level of expertise and experience but a proven framework within which to consider these issues.