Invested for Generations Partnering with QFVG

Family legacies are intertwined with business, land and shared values across generations. Whether it's managing surplus capital, planning for retirement, preparing the next generation, or navigating a significant life event, LGTWM provides tailored wealth advice backed by 26 generations and 900 years of family heritage. We understand what it means to invest and plan for future generations and we bring the same long-term thinking to farming families across regional Queensland. 

Our advisers act as a trusted sounding board, helping families navigate some of the most important decisions they will make, balancing business objectives and family priorities – helping to preserve and grow wealth for future generations. Members are invited to start with a confidential conversation about their family, business, and future plans.

Family advisory

Preserving a legacy means deciding who you are as a family, how decisions are made and what you want to pass on beyond wealth. LGT Wealth Management Family advisory helps you turn those conversations into a clear, practical framework tailored to your family and the next generation. 

We work with you to explore questions such as: 

• Who should make which decisions - and under what rules? 

• How should control and ownership pass to the next generation? 

• How do we prepare heirs for their roles and responsibilities? 

• What role should philanthropy play in our family’s legacy? 

Legacy is not built on good intentions. It is deliberate. Designed. It reflects lessons learned, hardships, relationships, impact and success. It captures purpose, values and behaviours.” 

Contact us 

Email: [email protected]

Phone: 04370 18365 (Shaun McKnight, Partner, Investment Adviser)