Advisory Services

Why we are unique

Our approach to education and advisory support hinges on our deep experience and extensive resources. Through world-class experience and skills, our team gives you the necessary insights, actions and guidance to help you pursue your legacy aspirations.

What can you expect from the Raffles Legacy Learning team of experts?

1. A team that understands your family. We are an independent advisory firm solely dedicated to serving legacy families and addressing their priority issues. We sit entirely on the family’s side of the table without any distracting conflicts of interest, ambiguous incentives or products to sell.
2. An experienced, global senior team. We are a diverse group of acknowledged global experts in topics related to wealthy families. Many of our team members are also legacy family members or leaders themselves, some families dating back centuries. We live the same issues experienced by our client UHNW families and bring an extra shared personal dimension to the challenges faced by modern legacy families.
3. A unique library of assets. To support legacy families around the world, we have developed an extensive library of relevant information, examples of global best practices, working models from other families experiencing similar challenges and practical ideas from our global thought leaders.
4. Opportunities to share perspectives with like-minded legacy families. A single right answer does not exist for the critical and complex issues facing legacy families. Learning, experience and insights of others who have faced similar challenges often inspire the best solutions.
5. State-of-the-art research and analysis of legacy families. Legacy families have the option to participate in and receive the results of an in-depth annual research exercise led by Professor Liechtenstein.
6. Listening and understanding. We listen carefully to understand the complexity and challenges unique to your family. We then propose creative solutions through a customized approach to establish a measurable, results-driven strategy unique to your family.
7. Trust, discretion and sensitivity. Working together on the most important and sensitive family matters requires complete trust in your advisors. We assure complete confidentiality, discretion and industry-standard practices for handling and storing your confidential information.