At FNB Private Wealth, we understand that you spend a lifetime building your wealth and want to leave a legacy for generations to come.
Comprehensive legacy planning is not only important to protecting the financial wellbeing of your loved ones but also includes strategies for business owners to ensure business continuity. Which is why we take a holistic approach when it comes to legacy planning, working closely with our and to analyse all aspects of your wealth and determine the most appropriate way to preserve it.
Our Fiduciary experts, together with your Private Banker, will advise on how to structure your affairs through proper and going planning that focuses on the protection and preservation of your assets, including our business interest so that you and successive generations are protected.
Take advantage of our services, with assistance from our experts who will assess and balance your estate taking into consideration direct assets, trust and business assets and retirement funds.
At FNB Private Wealth, we understand that you may have a significant and complicated asset base, combined with a complex personal portfolio.
Whether we are managing your portfolio for you or assisting you with the right intergenerational cover, we aim to simplify insurance and offer products you need - products that are easy to buy and offer limited complexity.
With the help of your Private Banker, we advise and guide you on the appropriate long and short-term insurance products to protect and preserve your wealth and assets.