Australian Financial Services Licensee Number: 523831
Intergenerational Wealth
Create a lasting legacy with personalised strategies to preserve and transfer your wealth.
PLAN FOR THE FUTURE
Protecting Your Family's Financial Legacy
Intergenerational wealth planning is about more than passing on assets, it’s about creating a long-term financial strategy that helps preserve your wealth while preparing future generations for financial success. Thoughtful planning today can help protect your family’s legacy, minimise unnecessary complications and ensure your wishes are carried out with confidence.
At BHPW, we work closely with you to understand your financial goals, family circumstances and long-term vision. Where appropriate, we also collaborate with your legal and tax professionals to help ensure your wealth transfer strategy aligns with your broader financial plan.
Key Components of Intergenerational Wealth
Wealth Preservation
Develop strategies that help protect your wealth from unnecessary erosion so it can continue supporting future generations.
Wealth Transfer
Plan how your assets may be passed to your beneficiaries in a way that reflects your wishes and broader financial goals.
Family Legacy Planning
Encourage future generations to understand the responsibilities of managing wealth and making informed financial decisions.
Superannuation & Investments
Review how your superannuation, investments and other assets fit within your long-term wealth transfer strategy.
THE BENEFITS
Why Intergenerational Wealth Planning Matters
Thoughtful planning today can help protect your family’s financial future while ensuring your wealth is transferred according to your wishes.
Protect Your Family's Future
Help provide long-term financial security for your children, grandchildren and future generations through thoughtful planning.
Preserve Your Wealth
Develop strategies to help protect, preserve and grow your wealth while supporting your family's future needs.
Minimise Future Complexity
Planning ahead can help reduce uncertainty, simplify important financial decisions and provide greater clarity for your loved ones.
Create a Lasting Legacy
Build a meaningful legacy by preserving your wealth and supporting future generations through careful financial planning.
NO STRESS. NO OBLIGATION.
Why Choose BHPW for Intergenerational Wealth Planning?
Every family has different goals, priorities and financial circumstances. That’s why we take the time to understand what matters most to you before developing a personalised wealth strategy. Our advisers work closely with you and, where appropriate, your legal and tax professionals to help ensure every aspect of your financial plan supports your long-term legacy.
Whether you’re looking to preserve wealth, support future generations or develop a structured succession plan, we’re committed to providing practical advice that helps you make informed decisions with confidence.
GET STARTED
Book a Complimentary Consultation
Take the first step towards protecting your family’s financial future. Book a complimentary consultation with one of our experienced advisers to discuss your goals and discover how personalised intergenerational wealth planning can help preserve your legacy for generations to come.
FAQs
Frequently Asked Questions
Common Questions About Intergenerational Wealth Planning
What is intergenerational wealth planning?
Intergenerational wealth planning is the process of developing strategies to help preserve, manage and transfer your wealth to future generations while supporting your long-term financial goals.
Why is intergenerational wealth planning important?
A well-structured plan can help protect your family’s financial future, support the efficient transfer of wealth and provide greater confidence that your wishes will be carried out.
What assets can be included in an intergenerational wealth plan?
Your strategy may consider assets such as investments, superannuation, property, business interests and other financial resources as part of your broader wealth transfer objectives.
Can BHPW work with my solicitor and accountant?
Yes. Where appropriate, we collaborate with your trusted legal and tax professionals to help ensure your financial strategy complements your broader estate and succession planning.
When should I start planning for future generations?
It’s never too early to begin. Starting early provides greater flexibility to develop, review and refine strategies as your financial circumstances and family needs evolve over time.
Visit Our Office
Level 5, 115 Pitt Street Sydney NSW 2000 Australia
(02) 9221 9442
Monday – Friday
9:00 AM – 5:00 PM
Book a Free Consultation
Book a complimentary consultation with one of our experienced advisers.
Disclaimer Bowden Hayes Private Wealth is a Corporate Authorised Representative of Templestone Financial Services Pty Ltd (ABN 99 641 075 952), Australian Financial Services Licence No. 523831. Any advice provided on this website is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider obtaining personal financial advice before making any financial decisions.