top of page
7.jpg

Intergenerational Wealth Transfer

Preserving and transferring your wealth to future generations is a complex process that requires careful consideration. We can help you create a lasting legacy by developing a comprehensive intergenerational wealth plan.

Secure Your Family’s Financial Future with Expert Estate Planning

Passing on your wealth to future generations requires careful planning and strategic decision-making. At Scion Private Wealth, our expert advisors specialise in intergenerational wealth planning, ensuring a smooth and tax-efficient transfer of assets according to your wishes.

Whether you want to protect family wealth, reduce tax liabilities or create a lasting financial legacy, we provide tailored strategies to help you navigate the complexities of intergenerational wealth transfer.

4.jpg

How Our Intergenerational Wealth Transfer Expert Can Support You

At Scion Private Wealth, we take a proactive and structured approach to intergenerational wealth transfer. Our services include:

Estate Planning & Wealth Structuring – We ensure assets are distributed according to your wishes while minimising tax implications.

Trusts & Asset Protection Strategies - We secure wealth for future generations while protecting it from legal and financial risks.

Superannuation & Retirement Planning – We maximise the benefits of superannuation for intergenerational wealth transfer.

By working with our expert advisors, you can ensure your wealth is passed down efficiently and according to your wishes.

Are You Ready To Secure Your Financial Future with Scion Private Wealth?

Whether you're planning for retirement, building wealth, or securing your family's financial future, our expert investment advisors are here to help. Get in touch today to start your investment journey with confidence.

Why Choose Scion Private Wealth For Estate Planning?

Estate planning and intergenerational wealth planning require a personalised approach. At Scion Private Wealth, we offer:

Get in touch today to explore how our financial planning and wealth management services can help you achieve your financial goals.

Scion Private Wealth is a Brisbane financial planner and private wealth adviser with expertise in investment management, retirement financial planning, tax optimisation strategies and intergenerational wealth transfer

Contact Details

1/200 Mary Street, Brisbane, Qld 4000

Scion Private Wealth Pty Ltd ABN 57 683 148 816 is a Corporate Authorised Representative, No. 1314101 of Alliance Wealth Licensee ABN 93 161 647 007 AFSL 449221

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. This website holds information for Australian residents only.

©2025 by Scion Private Wealth. All Rights Reserved

bottom of page