The African Family Blueprint for Legacy Planning
My grandfather never had a financial planner. He never opened a brokerage account, never attended a wealth seminar, and I don’t think he ever even heard the word “portfolio”. And yet, when he died, he
My grandfather never had a financial planner. He never opened a brokerage account, never attended a wealth seminar, and I don’t think he ever even heard the word “portfolio”. And yet, when he died, he
Over the years I’ve noticed something interesting when speaking with families about structuring. Many have already taken thoughtful steps. A will is prepared. An education trust may be established. Sometimes assets are placed in children’s
Love is many things and often spoken about in emotional terms like affection, sacrifice, partnership and shared history. But families who endure understand something else: Love is also structure. When responsibility grows, intention must follow.
Who Takes Over When You Step Back? Lately, I’ve been thinking about what happens when founders step back and how fragile legacy can become without structure. More and more, I’m having conversations about succession, and
We live in an age where everything is personalised from what we eat to what we watch yet when it comes to raising children, many parents still follow a one-size-fits-all script. But the truth is every
I’ve had more and more rising-gen clients – usually sons, daughters, nieces, and next-gen leaders – pull me aside lately and ask: “How do we convince Daddy to stop doing everything himself?” “Mummy built this
You’ve built the business. But who’s holding the family together? Years ago, it was simple. Your parents built something from nothing – maybe a trading company, a supply business, or a property portfolio that started
It’s not just about age. What looks like resistance is often a rising generation trying to show up – differently. We were mid-call with a client – a founder in his 60s and his daughter
For many of us, the hustle to build wealth is familiar. We work tirelessly to create businesses, make investments, purchase property, and land the big paychecks. But once we reach a place where we’ve built
For many of us, education is a badge of honor. Back in the day, our parents would proudly declare, “All my kids went to King’s College!” as if that single fact cemented their legacy. But
