Your Legacy: Empowering the Next Generation and Beyond

At MGD Wealth, we believe your legacy is more than what you leave behind—it's the enduring impact of your vision, values, and achievements.

Whether safeguarding family harmony, supporting causes close to your heart, or ensuring your wealth is stewarded across generations, we’re here to guide you in creating a legacy that reflects your life’s purpose.

Protecting Your Family, Preserving Your Vision

  • Through our comprehensive estate planning services, we help ensure your wealth is protected and your wishes are upheld. From tax-efficient structures to family governance, we provide clarity and confidence in managing the transfer of wealth across generations.

    • Succession Planning: Establish clear, harmonious pathways for passing on wealth and leadership.

    • Asset Protection: Secure your family’s financial future with robust strategies.

    • Trust Structures: Optimise wealth transfer with tax-efficient, customised solutions.

    • Governance and Communication: Facilitate transparency and understanding within your family to prevent disputes and foster unity.

  • We can help you create a charitable giving strategy that aligns with your values and maximises your impact. Whether you're giving as an individual, family, or business, we work with you to refine your philanthropic vision, ensuring it leaves a lasting legacy.

    • Strategic Giving: Develop a focused, effective giving plan that aligns with your goals and values.

    • Philanthropic Structures: Guide you in selecting the right structures, including PAFs, charitable trusts, or testamentary trusts.

    • Tax-Efficient Giving: Maximise the impact of your donations through tax-effective strategies.

    • Impact Measurement: Ensure your charitable efforts are making a meaningful difference with ongoing evaluations.

  • MGD Private guides leading business families who continue to own and shape significant enterprises—aligning leadership, capital, and purpose across generations. Whether advising your family office or acting as one, we bring discretion, precision, and enduring care to your significant legacy. Learn more about our MGD Private team.

“MGD has been perfect in instigating a conversation about generational wealth with our adult children, who are now married with children. We totally trust the conversation we are having about early estate planning and putting our affairs in order. This would not have been possible without Natalie’s guidance. We have had at least three planners before Natalie. She is perfect for our adult children and is now assisting them on the same journey.”

Kerry P., Tax Agent
MGD Client Since 2012

Let’s start a conversation

We look forward to learning what is important to you and connecting you with the best adviser for your needs.