Protect and pass on family wealth
Helping you connect wealth planning with family priorities and future generations
Managing and preserving family wealth
Family wealth can involve more than investments. It can include property, pensions, business interests, inherited assets, family responsibilities and long-term plans for the next generation. Without clear planning, decisions about wealth, inheritance and estate planning can become complex or emotionally difficult.
At NFP, we can help families think through how wealth may be managed, used and passed on over time. We work with families to understand their goals, financial position and future priorities, and we can work alongside legal and tax advisors where specialist advice is needed.
Family wealth planning should support both assets and people
The transfer of wealth is often about more than numbers. Families may need to balance financial security, fairness, tax considerations, business succession, family values and the needs of different generations. Planning early can help bring more clarity to those conversations.
The strategy: NFP helps families connect investment planning, retirement decisions, protection, inheritance planning and estate considerations. We can help you understand the financial planning implications of passing on wealth, supporting family members and preserving assets for the future.
Family wealth planning should support both assets and people
Preserving family wealth
We can help you review how wealth is structured, invested and protected over time.
Passing wealth to the next generation
Explore ways assets may support children, grandchildren or wider family goals.
Inheritance and estate planning
Understand the financial planning implications of inheritance and estate planning, working alongside legal and tax advisors where needed.
Planning around family goals
Family wealth planning should reflect what matters to the family, not just the value of assets.
Why family wealth planning matters
Without clear family wealth planning, you could face:
- uncertainty about how wealth should be used or passed on
- family members having different expectations or levels of understanding
- inheritance and estate planning decisions being delayed
- investments, pensions and property not being considered together
- business interests complicating family and succession planning
- missed opportunities to work with legal and tax advisors in a coordinated way
With NFP as your protection planning partner, we provide support to:
- understand your family wealth picture
- connect investments, pensions, property and business interests
- consider inheritance and estate planning implications
- plan for the next generation
- work alongside your legal and tax advisors where specialist advice is required
- review family wealth plans as circumstances change
Explore family wealth planning support
Select the area that best reflects what you would like to plan for.
Intergenerational wealth planning
Explore how wealth may be used to support family members and future generations as part of a longer-term financial plan.
Inheritance planning
Gain clarity on the financial planning considerations associated with passing wealth on to loved ones
Estate planning support
We can work alongside legal and tax advisors to help connect estate planning with your wider financial plan.
Investment planning for family wealth
We can help review whether investments reflect your family goals, timeframe and attitude to risk.
Business and family wealth
For families with business interests, we support with connecting family wealth planning with succession and exit planning.
Why choose NFP for financial protection
Our teams are based in Dublin, Galway and Limerick, supporting clients across Ireland to understand protection options in plain English and consider how cover fits into their wider financial plan.
We work with you to review what you already have, identify where gaps may exist and consider protection that reflects your family, income, mortgage and business responsibilities.
Complete the form and a specialist will be in touch
Talk to our family wealth team
Tell us what you would like to plan for, whether that is passing wealth to the next generation, reviewing family investments, considering inheritance planning or connecting family and business wealth.
Complete the form and a member of our team will be in touch.