Planning for More Than Wealth: Building a Legacy of Values
• Feb 28, 2024 •
Many families spend decades building businesses, accumulating assets, and creating opportunities — yet fewer take the time to articulate the values and philosophy that underpin their success. At One Investments, we encourage our clients to view wealth planning as an opportunity not just to distribute resources, but to shape a meaningful, living legacy.
By formally identifying the principles you want to preserve — entrepreneurship, philanthropy, education, resilience — you create clarity for those who follow. Legacy planning offers a path to preserve family identity and purpose beyond individual lifetimes.
Moving from Transactional to Intentional
At One Investments, our role extends beyond the trustee. We work alongside families and individuals to create structures that protect not only their financial future, but the integrity of their values.
Intentional legacy planning often includes:
Designing trust structures that align with long-term generational values and objectives.
Establishing family governance models that promote clarity, continuity, and collaborative decision-making.
Embedding business ownership strategies or entrepreneurial development into multigenerational planning.
It is through this thoughtful design that assets become vehicles for empowerment rather than points of contention.
Building Structures That Endure
A lasting legacy requires a foundation strong enough to endure evolving legal landscapes, market shifts, and family dynamics.
At One Investments S.A., we bring a structured, discreet approach to building that foundation — ensuring your assets and your aspirations are protected through generations of change.
True wealth is more than numbers. It’s a story, a purpose, and a promise.
Let’s build yours with care.
