IWA Legacy - Build lasting impact for multi-generation
Your Wealth is Temporary. Your Legacy is Eternal.
Explore IWA Legacy, a purpose-driven initiative empowering individuals, families, and HNW clients to plan and give meaningfully across generations. Discover how your wealth can transform lives, even beyond your own.
🤝 Philanthropic Structuring: Designing Purposeful Giving for Maximum Impact
At IWA, we help individuals and families design strategic giving plans that align with their values, maximise tax efficiency, and make a lasting impact. Whether through donor-advised funds, charitable trusts, or legacy insurance, our approach ensures your wealth transforms lives — now and for generations to come.
📊 Wealth Portfolio Management
Wealth Portfolio Management under IWA Legacy focuses on long-term, values-aligned investment strategies tailored to your family’s legacy goals. Through disciplined asset allocation, risk management, and strategic diversification, we help steward your capital across generations — while integrating your giving objectives and liquidity needs.
Our approach combines traditional portfolio theory with legacy intent, ensuring your investments don’t just grow — they fulfill a greater purpose.
🔗 What We Offer Through IWA Legacy
Legacy Discovery Session
A deep-dive conversation to articulate what legacy truly means to you.
Will & Trust Advisory
Referral to vetted lawyers, plus education on types of wills, living trusts, and family constitutions.
Values-Based Estate Planning
Helping you allocate wealth aligned with your beliefs and long-term intentions.
Philanthropic Structuring
Plan strategic giving via DAFs (Donor-Advised Funds), family foundations, or charitable trusts.
Generational Mentoring
Family sessions to train heirs in stewardship, budgeting, and impact investing.
Insurance & Liquidity Planning
Ensure adequate funding of estate through structured life policies and instruments.