Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
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Advising our client on the options for structuring a significant contribution to her daughter’s house purchase without disadvantaging the other beneficiaries of her estate.
Estate planning for a farming family involving agricultural and business assets, with the aim to achieve fairness between their two children, where only one is involved with the farm.
We provided tax and structuring advice and drafted associated documentation for a gift and leaseback of our client’s main residence to a settlement for her grandchildren.
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