Legenis

Legenis specialises in helping people structure their living legacies based on their values. Private Briefings At Legenis, we are working to develop close associations with advisers and charities, to encourage their clients or donors to discover new possibilities for themselves and their families. We feel this will be best achieved through private briefings, small personal gatherings of clients who can receive specific information and ask detailed questions. Generating Living Legacies Your legacy is personal to you. It is the sum of your life, your personal assets, your legal and tax structures, your financial assets, and beyond material possessions – it is about who you influenced and whose lives you’ve touched and how. Values form the basis of all Legenis processes. Values based profiling In discovering what is really important to people, at Legenis we make use of our unique valgenics® process. This online tool is used to determine a persons dominant values. Using a clients dominant values advisors can position themselves most effectively and offer a differentiated value added service for clients, making them indispensable because all advice is focused on what is important to clients. Family Succession Planning Legenis assists family advisors in working with clients using our unique values profiling to identify the values that drive client decision making rather than just focusing on money to successfully transfer their family wealth and their legacy to the next generation. Legenis - Living Foundations Establishes and importantly provides ongoing administration services to family and corporate foundations. We offer complete turnkey services supporting advisors and their clients from Installation to ongoing compliance, governance and administration. Legenis- Living Foundations, enables philanthropic giving to be more strategic, more effective, long-lasting and very tax effective.