Specialist Legacy Practice of CAN Advisory
Helping individuals and families make deliberate decisions about what they build and how it is carried forward.
Legacy is not simply about what happens to your assets when you are gone. It is about making deliberate decisions, while you can, about what you own, who controls it, who benefits from it, how decisions will be made, and how the people who come after you will be prepared to carry what you have built.
Advising on the design and structuring of trusts to hold, protect and direct family wealth.
Developing a coordinated plan for how property, investments, and assets are owned, protected and ultimately transferred.
Developing agreed frameworks for decision-making, control, responsibility and accountability within family wealth.
Preparing ownership and leadership for transition, continuity and eventual transfer beyond its founder.
Advising on gifts and other lifetime transfers as part of a wider estate and family wealth plan.
Helping the next generation understand the responsibilities that may accompany what they inherit.
Heritage does not begin with a document. It begins with a conversation about the family, the assets, the intentions, the relationships and the risks. The appropriate legal or governance structure can then be considered in that context.
Heritage Trust & Estate Advisors is the specialist practice name used by CAN Advisory for its Legacy work. It is not a separate company. Engagements are undertaken through CAN Advisory on the same advisory basis as CANβs other work.
A confidential conversation about what you have, how it is currently held, what you want to achieve, and what deserves attention now versus later.