FAMILY LEADERSHIP & STRATEGY
We offer a holistic approach to finance, specifically tailored to your family in order to protect and grow your wealth.
As your family’s trusted advisor, we are deeply committed to building strong relationships to ensure we exceed your expectations and address your needs over the long term.
Protect your peace-of-mind
Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.
Estate & succession
Leave a legacy that lasts
You’ve worked hard to create a lasting legacy for your family, so it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.
Philanthropic advice & governance
Make an impact
Philanthropy can not only generate goodwill, but also has significant income and estate tax benefits. This may translate into hundreds of thousands of dollars in estate and income tax savings.
Insurance is an essential element of your overall financial strategy. At Belay, we assess the appropriate level of insurance that will meet your needs and protect the assets you accumulate throughout your lifetime. We undertake analysis of your personal and business situations in order to source and provide the cover that best meets your needs.