Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 4
BOODLE HATFIELD
Setting the scene.
A N D R E A Z AV O S , H E A D O F P R I VAT E W E A LT H
A
t Boodle Hatfield we have been supporting and advising our clients
for 300 years, helping them to secure what matters most to them – the
future of their family, the security of their assets, the continuation
of businesses, the wider contribution they want their wealth to make to the
community and other good causes, and the pursuits and interests they are
passionate about.
This is their legacy, and securing it is our business. When handled sensitively,
mapping out a legacy can invigorate and strengthen family bonds and ensure
pitfalls are avoided. We know that where this process is handled badly there is the
potential for damaging conflicts in the future.
“
Planning and managing the transfer that secures a
legacy demands skill from all those involved, whether
they are advisers, family members, or trustees. And
the important and multi-layered conversations that
should happen to make this a success are not always
easy.
A N D R E A Z AV O S , H E A D O F P R I VAT E W E A LT H