legacy & estate planning

our approach to Legacy & Estate planning

While Divvi Wealth Management does not provide legal advice, we work closely with legal professionals to deliver modern, value-driven solutions to protect what matters most to you.

Whether you are interested in tax-efficient transfer of wealth to the next generation, philanthropic strategies to leave a charitable legacy, or other advice to help manage family wealth across generations, we aim to assist you in creating a plan that reflects your values and goals.

Your legacy is a testament to your life’s work.