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)
Latest Observations
LGT Wealth Management is one of Australia’s largest independently owned wealth managers backed by the global scale of LGT Group and the long-term perspective of a 100-year-old, family-owned institution. We pair multinational strength with the bespoke, relationship-led service of a boutique.
Stability & scale
- Owned by the Princely House of Liechtenstein 900 years of wealth stewardship across 26 generations.
- Privately owned, never focused on short-term profit; never reported a loss in 100 years.
- Buying power and access to leading global investment managers and exclusive opportunities.
Expertise
- One of Australia’s largest in-house investment teams, with 26 locally based specialists.
- Led by CIO Scott Haslem, covering asset allocation, portfolio construction and manager selection.
- Globally recognised capability in private markets and sustainable investing.
Client-focus
- A scalable, purpose-built platform and operating model built around you, not a legacy system.
- Consistently high client satisfaction and Net Promoter scores.
- Deep, trusted relationships are what our clients say truly set us apart.
Our investment philosophy
- We invest for the long term objective, principled and enduring, through cycles and across generations.
- We pursue opportunities across public and private markets, partnering with exceptional active managers.
- Discipline and diversification beat impulse and dogma execution matters just as much as planning.
More insights and observations
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