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Legenis Pty Ltd

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Legenis Pty Ltd

Overview:

Legenis partners with professional advisers and their clients to develop multidisciplinary structures for legacy planning and to establish and provide the ongoing administration of Charitable Trusts in the form of Family Foundations (known as Prescribed Private Funds or PPFs), and Public Foundations for corporate entities.

We also offer the online values identification process called valgenics®, as well as books, creative planning tools such as Legacy Questionnaires and the LegacyTree®, an estate and legacy planning journal for families.

Our unique process integrates multidisciplinary skills of financial planning, with the estate planning skills provided by lawyers and accountants, products and services, to meet the complex needs of our clients across all six value categories of life balance.

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