Provide

What legacy do you want to leave? 

How do you want to be remembered by those closest to you? And what impact do you want to leave on your community and broader society? 

Research has shown that individuals and families that invest in or dedicate time to 'personal values' and 'wisdom transfer' stand a far better chance of keeping the wealth within the family beyond the third generation. And those that develop a nuanced plan to help achieve their legacy goals typically enrich their own lives and the relationships with those closest to them.

We offer a Family Board service to help you resolve the financial and non-financial issues involved with generational wealth transfer, charitable giving and maximising your positive impact on others.

We coordinate our service with other professional experts: estate planning, taxation, law, charitable giving and business coaching. Together, we help you and future generations of your family.

Contact our Legacy Specialist for a confidential discussion.

Identity McIntyre Pty Ltd and its specialist financial advisers Angus Dockrill, Scott Douglas, Dan Blatch, Lisette Walsh, Vince Dore, Sangram Rana, John Foley and Matthew Bull are authorised representatives of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000. These representatives are trading as IMFG.

General Advice Warning - Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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