Intergenerational planning.

Aligning the plan with succession, so wealth supports the next generation without distorting it.

What it is

Wealth that helps, not harms.

Passing wealth to the next generation is rarely as simple as passing it on. Done without thought, it can distort as much as it supports — removing motivation, creating dependence, or arriving at the wrong moment. Done with care, it gives the next generation a foundation rather than a complication.

We align the financial plan with succession, so that wealth reaches the next generation in a way and at a time that supports them — working alongside the structures that hold and pass it.

How we advise

Aligning plan and succession

Joining the financial plan to how wealth will pass.

Timing and manner

Deciding how and when wealth reaches the next generation.

Preparing the next generation

Passing wealth in a way that supports rather than distorts.

Working with structure

Coordinating with the trusts and foundations that hold it.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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