legacy with purpose
Defining Purpose, Building Impact, Creating Continuity
In the intricate landscape of multi-generational wealth, purpose serves as the cornerstone of lasting legacy.
At SeventyTwo, we help individuals and families craft a legacy that is both meaningful and enduring. True wealth extends beyond financial capital and it has the power to shape the future.
Shaping Legacy
with Purpose
Setting up a new
Family Office
Succession Planning
& Family Governance
Disclaimer:
We are not wealth managers and we do not sell financial products.
At SeventyTwo, we work with individuals and families to define their purpose, align their wealth with their values, and build structures that ensure continuity across generations.
Our bespoke advisory services go beyond traditional wealth management, integrating strategic governance, investment stewardship, and philanthropic impact to safeguard both financial and non-financial wealth.
We help families create robust frameworks that foster unity, empower future generations, and preserve their entrepreneurial spirit while mitigating risks in an increasingly complex global landscape.
We know that every family’s journey is unique, requiring a carefully crafted blend of financial acumen, strategic foresight, and deep understanding of family values.
Whether establishing a new family office or optimizing an existing one, we bridge the gap between legacy and innovation, ensuring families remain cohesive and purpose-driven. Our holistic, hands-on approach is designed to bring clarity to complexity, transforming wealth into a force for enduring impact.
If your family is looking for a trusted partner to navigate the challenges of wealth stewardship with discretion, foresight, and a clear sense of purpose, we are here to guide you.
Defining Purpose
Use your core values to refine your long-term vision, creating a purpose-driven strategy that strengthens unity across generations.
Develop structured governance, mentorship programs, and transition plans to preserve your legacy and ensure seamless continuity.
Design governance structures, decision-making frameworks, and operational strategies tailored to your specific needs.
Implement efficient processes, risk management protocols, and leadership development to ensure long-term success.
Building Impact
Creating Continuity
Use your core values to refine your long-term vision, creating a purpose-driven strategy that strengthens unity across generations.
Develop structured governance, mentorship programs, and transition plans to preserve your legacy and ensure seamless continuity.
Our values of trust, commitment and excellence are underpinned by our dedication to building long term relationships where confidentiality and discretion are priorities. As such, we do not disclose details of our clients. Instead, we present a visualisation of where some of our clients are situation. We are a truly global, boutique advisory firm.
FAMILY OFFICE TEAM
For inquiries regarding our bespoke advisory services for family offices, please get in touch. We are committed to providing tailored strategic guidance to help you achieve your long-term objectives with discretion and expertise.