Estate, Trust & Legacy Planning

For many high-net-worth families and institutions, the greatest challenge is not simply how to grow wealth - but how to ensure it endures, reflects their values and serves future generations. At Exora Wealth, our Estate, Trust & Legacy Planning service is designed to provide a holistic, integrated framework that aligns investment strategy, tax architecture and philanthropic intent.

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Our methodology is rooted in three pillars

01

Protection of capital & values

We assist in governance structuring, trust design, asset protection, and drafting frameworks that safeguard your wealth and the purpose behind it.
02

Inter-generational continuity

From building family governance, educating next-generation participants, to structuring succession scenarios, we ensure wealth transitions with clarity and alignment.
03

Legacy alignment through philanthropy & impact

Whether establishing family foundations, donor-advised funds or impact investment vehicles, we help you marry wealth with purpose and measurable impact.

Key service elements include

  • Trust & fiduciary design: revocable, irrevocable, charitable trusts
  • Estate tax and wealth transfer modeling
  • Family governance structures and next-gen education programmes
  • Charitable giving strategies, impact investing and philanthropic vehicles
  • Business succession planning and family enterprise transition
  • Consolidated reporting, oversight and continuity monitoring

Why this matters for you

When wealth is significant, fragmentation, misalignment of values, and surprise tax burdens can erode the result of decades of effort. By establishing an integrated legacy framework, you benefit from:

  • Enhanced coherence across your financial architecture (investments, tax, estate)
  • Reduced wealth transfer costs and improved alignment of next generation stakeholders
  • A legacy that extends beyond assets - into values, leadership and societal impact
  • Peace of mind that your planning is comprehensive, coordinated and enduring

Our firm is built on a foundation of responsiveness. We understand that in a fast-paced business world, a timely answer is a competitive advantage.

  • Tailored financial strategies for success.
  • Collaborative, excellent service.
  • Driving business with innovative finance.