Legacy
Family-office attention, fee-transparent.
For substantial wealth, where estate, succession and the next generation come into focus — family-office attention, with the fee-only transparency that keeps every interest aligned with yours.
Wealth that now spans more than one lifetime.
- Your wealth is substantial and increasingly multi-generational.
- Estate, succession and how the next generation inherits are live questions.
- You want family-office depth without the opaque, conflicted fee models.
- You expect close attention and the closest reviews.
Depth, succession, and the next generation.
Estate & succession
Succession mapped with care — reserved-portion realities, wills and the structures that pass wealth on cleanly.
Family-office attention
A single, senior point of contact who knows your family’s whole story — and the closest review cadence we offer.
Full holdings view
Holding-level detail across every account and asset, consolidated into one clear picture.
Multi-generational planning
The conversations and plans that prepare the next generation — not just the transfer of money, but of understanding.
Coordinated advisers
We work alongside your notaire, lawyer and accountant so the plan is coherent across every professional.
Bespoke reviews
Reviews on the tightest cadence, and on-call for the decisions that can’t wait.
Senior attention, on the closest cadence.
- A deep, senior-led discovery across the whole family balance sheet.
- A written plan spanning estate, succession and multi-generational goals.
- Your client portal with full holding-level detail, consolidated.
- The closest review cadence we offer, plus on-call decision support.
- Billed on a clear quarterly basis, agreed in writing — never on your assets.
A fixed fee, agreed with you in writing before we begin — and paid only by you.
The Legacy client portal — a private demo.
Every plan lives in its own private portal: your goals, your net-worth picture, your next steps, and the notes from each review. The Legacy demo is a working walkthrough built on fictional sample data.
Because the demo mirrors a real client’s private view, I share it by invitation — that way I know who’s looking, and can answer your questions personally. Send me a quick message and I’ll pass you an access code.
- Message me for an access code — a quick hello on WhatsApp or by email is all it takes.
- Open the portal and choose the Richard Ashford sample client.
- Enter the code I send you, and explore the full Legacy experience.
By invitation · fictional sample data · nothing you enter is saved.