High net worth groups

Protect your Legacy

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You’ve spent a great deal of time and energy accumulating assets and building your legacy. While protecting it is front and centre, transition of ownership shouldn’t be the elephant in the room. MWM understands the importance of having a plan that deals with the structure of asset ownership, taxation and optimising your net investment returns.

We’re not about creating unnecessary financial administration or compliance. For us, as it is for you, it’s about preserving your lifestyle and giving you and the important people in your life, peace of mind about the future.