Pass on your wealth with confidence and care
For high-net-worth individuals and families, a will is more than just a legal document — it’s a powerful tool for protecting your legacy, supporting loved ones, and ensuring that your wealth is distributed exactly as you intend. With assets, interests, and beneficiaries often spread across multiple jurisdictions, expert guidance in will and legacy planning is essential.
At The Michele Carby Practice, we provide tailored support to help you define, structure, and preserve your legacy. Whether you’re drafting your first will, updating an existing plan, or navigating complex family dynamics, we work alongside you to ensure your wishes are clearly documented and confidently executed.
Cross-Border Will Structuring
Ensure your estate is distributed in line with your intentions, across all relevant jurisdictions.
Legacy & Succession Advisory
Build a long-term plan to preserve family values, manage inheritance, and transfer wealth effectively.
Testamentary Trusts
Combine flexibility with control by establishing trusts within your will to protect beneficiaries and assets.
Will Drafting & Review Services
Craft clear, legally robust wills with the help of experienced professionals and ongoing review as circumstances change.
Charitable Giving & Philanthropy
Integrate philanthropic goals into your legacy planning with structured giving and charitable bequests.
Family Governance Support
Strengthen generational continuity through values-based planning, education, and tailored family charters.
Wills and legacy planning offer more than asset distribution—they provide clarity, control, and peace of mind. A carefully constructed will ensures that your personal, financial, and philanthropic wishes are respected, while reducing the risk of disputes and unnecessary tax exposure.
One of the key benefits of legacy planning is the ability to support your family with more than financial capital. By putting the right structures in place, you can preserve shared values, foster unity, and provide guidance across generations. Whether your goals include protecting younger beneficiaries, planning for a blended family, or ensuring privacy and discretion, your legacy plan can reflect what matters most to you.
Importantly, for globally mobile families, legacy planning must account for multi-jurisdictional complexity. From navigating varying inheritance laws to optimising cross-border asset transfers, expert coordination is essential. With our support, you can take a proactive, structured approach to passing on your wealth — on your terms.
We begin with a conversation — one that goes beyond assets and tax exposure. We seek to understand your family dynamics, your long-term goals, your values, and how you envision your legacy.
Once your priorities are clear, your advisor will work alongside legal specialists and estate planning professionals to design a will that reflects your intentions and safeguards your estate. This includes supporting the preparation of legal documents, advising on asset titling and trust structures, and facilitating communication with family members or fiduciaries if appropriate.
As life evolves, so should your will. That’s why we offer ongoing reviews and updates to ensure your plan remains relevant, effective, and aligned with your wider wealth strategy.
Legacy planning is not a one-off task — it’s a dynamic process. Our approach is centred on clarity, compassion, and continuity, ensuring your plan reflects your life as it changes.
We start by identifying your estate goals, family circumstances, and global considerations.
We collaborate with legal professionals to design and document your plan with precision and flexibility.
We provide regular updates and support to ensure your plan continues to reflect your wishes and financial situation.
By planning ahead, you give your loved ones the greatest gift: certainty, direction, and the confidence to carry your legacy forward.
A will complements a trust and ensures that any assets not placed in the trust are still distributed according to your wishes. It also names guardians, addresses personal bequests, and supports overall estate clarity.
A testamentary trust is created within your will and only comes into effect upon your passing. It offers added control over how assets are distributed — especially for young beneficiaries or complex family needs.
Potentially. If you hold property or financial interests in multiple jurisdictions, it may be advisable to have locally compliant wills coordinated with your global estate plan. We work with legal experts to ensure alignment.
We recommend reviewing your will every 3–5 years or after major life events — such as marriage, divorce, a birth, a death in the family, or significant financial changes.
Absolutely. We can help you incorporate charitable bequests or establish long-term philanthropic structures that reflect your values and create a lasting impact.