The most enduring families pass down not only assets — but the ability to lead, to communicate and to trust
Our Mission
We help families turn financial success into a lasting legacy of unity, wellbeing, and impact.
By placing people before portfolios, and purpose before products, we ensure every generation feels heard, empowered, and ready to carry the family’s vision forward.
Our Services
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Through structured workshops and values discovery, we help you define what your family stands for—and why.
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We coach the rising generation to become wise stewards, with a focus on self-awareness, leadership, financial literacy, and emotional resilience
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From family constitutions and councils to regular meetings and collaboration we foster healthy dialogue and inclusive decision-making
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Whether you require legal, financial, philanthropic, or security guidance, we engage and coordinate the right professionals—always ensuring their advice aligns with your family’s ethos
A Comprehensive, Values-Centered Approach
Modern families face complex challenges that go far beyond the financial. From breakdowns in communication to diverging values and unprepared heirs, we address the root causes of legacy erosion.
Our approach integrates expert facilitation, educational resources, wellness coordination, and governance support to enable your wealth to increase your family’s unity,
90%
Research shows that over
of wealth transitions fail due to family issues—not technical errors.
(Williams Group)
Our Philosophy
We believe that legacy is about people, not just assets
When families invest as much in communication, education, and unity as they do in financial planning, they create a legacy that is resilient, purposeful, and alive across generations.
As Legacy Architects, our role is to walk alongside families — guiding, aligning, and nurturing — so that both their values and their capital are carried forward with strength and clarity.
Every family is different. But what unites those we serve is a desire to leave behind more than just wealth. They want to pass on wisdom, intention, harmony, and impact. We are here to ensure that what you’ve built doesn’t just endure—it elevates every generation it touches.
Our Origin Story
The vision for Family Legacy was born from lived experience.
In 1980, Tony began his career in traditional financial services, recognising an opportunity: the industry was product led in the the 1980s over the next 20 years certain advisers moved towards being much more client focused
Over more than two decades in the advice industry, he gained valuable insight into the ways traditional models often focused narrowly on account balances and product offerings. Wanting to foster deeper, more meaningful client relationships, Tony made the pivotal decision in 2002 to step away from conventional financial advice.
Max, Tony’s son, grew up immersed in this philosophy. With formal training in strategic coaching and values-based planning, he brought fresh insight and generational perspective. Together, father and son developed a new model—one that blends governance, well-being, education, and emotional intelligence into one cohesive, non-financial service. Family Legacy was their answer to the unspoken needs of modern families: guidance that goes far beyond money
Why the elephant
At Family Legacy, we chose the elephant as our emblem because it symbolises many of the qualities we stand for—wisdom, strength, loyalty, and deep familial bonds.
Elephants are known for their extraordinary memory, their family leadership, and the way they nurture and protect their herds across generations. These traits mirror the essence of our work: guiding families to preserve and pass on not just wealth, but wisdom, values, and unity.