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Apt Private Capital
Preserve and grow your wealth. Protect your legacy.
As wealth accumulates, so does the complexity of wealth management and wealth preservation. An Apt Private Capital Bespoke Strategy enables you to navigate this complexity to preserve and grow your wealth and protect your legacy.
A bespoke strategy to make your vision a reality
Working closely with you, your family and your other trusted professionals, we design a bespoke strategy that turns your vision into reality. From family succession and multigenerational wealth planning to tax and estate planning, we can help you to ensure you live the life you want today and tomorrow, and when the time comes, leave the legacy you deserve.
We can help you with:
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
FAQs
How can I ensure effective wealth transfer to my beneficiaries?
You’ve spent considerable time and effort accumulating your assets, so it makes sense you want to see them go to the right people to be used in the right way, but, as the saying goes “you can’t rule from the grave.” You can, however, put plans in place to give your beneficiaries the best possible opportunity to make the most of their inheritance.
How can I navigate family dynamics in intergenerational wealth transfer?
Whether your plan involves only immediate family or extended or blended members, there will be dynamics to navigate, and it’s important to factor this into your planning early. Regardless of how close your family is, planning for a wealth transfer is rarely (if ever) straightforward because emotions are involved.
How can I protect my children’s inheritance from divorce?
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most amicable of relationships with the other party, it’s important to ensure you have plans in place to protect your children’s financial future.
Apt Wealth is an Award-Winning Firm
We are proud to be an award-winning firm. Over the years our advisers have won, and we’ve been a finalist for many awards. Apt has been recognised for our employee wellness and diversity programs, thought leadership programs, and, of course, our advisory services. Here are just some of our recent accolades.
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