In an increasingly uncertain world, the concept of legacy is gaining renewed importance. Individuals are thinking beyond the here and now, seeking to shape a future that reflects their values, aspirations, and commitments.

At NEBA, we understand that building a vibrant future is not simply about accumulating wealth; it is about using that wealth meaningfully, sustainably, and with foresight.

The conversation around legacy is evolving. Where once it may have been solely about passing down assets, today it encompasses a much broader vision: one that includes financial security for the next generation, responsible stewardship, and a considered approach to global opportunities.

It’s about the mark one leaves behind, not only within a family, but within industries, communities, and causes.

Defining a Modern Legacy

Legacy in the 21st century is deeply personal. It is as much about values as it is about value. Clients are increasingly focused on aligning their long-term plans with ethical, environmental and intergenerational concerns.

Whether supporting charitable foundations, ensuring multigenerational wealth transfer or establishing a family governance structure, the objective remains the same: to preserve wealth and purpose in equal measure.

Creating this kind of legacy requires more than good intentions. It demands a clear vision, expert navigation of complex jurisdictions and the flexibility to evolve with shifting global trends. At NEBA, legacy is not treated as an endpoint, it is an ongoing journey we help shape with clarity and precision.

A Strategic, Multijurisdictional Approach

In today’s global economy, individuals and families often operate across multiple countries, making legacy planning a more intricate process than ever before. Political landscapes shift, tax laws evolve and regulatory frameworks vary widely from one region to another. A strategic, multijurisdictional approach is essential to navigate these variables effectively.

NEBA specialises in building personalised strategies that help clients mitigate risk while maximising global opportunities. Our approach accounts for the nuances of international law, wealth transfer planning and long-term asset protection, ensuring that the structures supporting your legacy are resilient, compliant and optimised.

This is not simply about moving capital, it is about moving with intention. Whether that involves structuring an international trust, managing estate planning in multiple regions or guiding clients through the intricacies of succession law, our specialists offer the technical expertise and global outlook required to future-proof legacies in a dynamic environment.

Wealth with Purpose

Legacy planning is ultimately about choice. It’s about choosing how your resources reflect your identity and principles. Increasingly, clients are turning to values-based investing as a way to shape a legacy that extends beyond financial return. NEBA supports clients who wish to integrate ESG considerations into their portfolios, enabling them to contribute to a more sustainable and equitable global future.

From family business succession to philanthropic endeavours, our advisors help bring long-term intentions into focus. That might involve supporting the education of future generations, investing in innovation that drives positive change, or simply ensuring that hard-earned wealth is stewarded responsibly for those who follow.

Building for Generations to Come

For many clients, legacy is not just about passing wealth forward, it’s about preparing the next generation to manage and preserve it. This involves fostering financial literacy, creating governance frameworks, and ensuring family values are preserved alongside financial assets.

At NEBA, we work closely with clients to support this intergenerational transition. Our expertise lies in building comprehensive plans that recognise family dynamics while offering the necessary technical structure to ensure smooth, tax-efficient wealth transfer. It’s a delicate balance, supporting the ambitions of today while laying the groundwork for tomorrow.

We believe that wealth, when properly guided, can empower generations. By providing clarity, continuity, and strategic foresight, we help ensure that each client’s legacy endures, not only in wealth but in wisdom.

A Legacy of Partnership

A successful legacy strategy is built on trust, alignment, and long-term thinking. That’s why our client relationships are not transactional, they are collaborative. We take the time to understand what truly matters to each individual, tailoring strategies that are as unique as the legacies they seek to create.

NEBA exists to guide and support clients through every stage of this journey. From the first conversation to the execution of complex structures, our commitment remains the same: to help clients leave a legacy that is enduring, thoughtful and vibrant.

To find out more, you can contact us to learn how we can assist you in your legacy planning.