Strategic Legacy Fund
Strategic Legacy Fund backed by top-rated global insurers like Manulife & Sun Life
Who We Are
We understand that wealth transfer is never just a financial transaction—it’s a moment of vulnerability, risk, and opportunity. Our role is to remove friction, reduce exposure, and ensure your intentions are executed clearly, across borders and generations.
We work exclusively with high-net-worth individuals, families, and their advisors to structure bespoke solutions that ensure liquidity, continuity, and control. These include:
- •Strategic Legacy Funds.
- •Jurisdictionally compliant financing frameworks.
- •Tailored structures for inheritance, business succession, and long-term wealth preservation.
It Includes
Strategic Legacy Fund
We collaborate with global financial institutions, legal advisors, and fiduciaries so that you don’t have to. If you foresee the need to navigate cross-border hurdles or experts to advise family governance needs, Riches & Guards is here to give your legacy clarity.
Our Stats
$ 2.3B+
Across key market worldwide
Globally
High-net-worth families and individuals advised
Trust-wrapped
Years securing legacies and wealth transition
10+ Countries
Multi-National protected assets
We Work With
What we Guard
But protecting your legacy is about more than just navigating tax technicalities—it’s about safeguarding your family harmony.
01
Liability & Debt Protection
Preserve your heirs’ financial independence:
- Settle debts, personal guarantees, and business liabilities upon death
- Prevent frozen estates or forced refinancing
02
Inheritance Tax Protection
Avoid forced sales and liquidity traps:
- Instant access to tax-free liquidity
- Strategically positioned funds across jurisdictions
- No asset freeze, no fire-sale, no delays
03
Complex Family & Sharia-Compliant Planning
We resolve delicate inheritance challenges:
- Structuring for second families and confidential unions
- Sharia-aligned distributions with equitable solutions
- Trust-based, legally enforced allocation
04
Daughters’ Equity Safeguards
Ensure dignity and protection:
- Custom inheritance coverage for daughters under restrictive frameworks
- Full legal clarity and compliance with your values
05
Legacy Dilution Protection
Maintain control and cohesion across generations:
- Prevent fragmented ownership through clear succession structures
- Preserve equity concentration in family businesses and strategic assets
- Eliminate unintended dilution through proactive distribution planning
- •When inheritance tax liabilities threaten your family’s peace of mind.
- •When estates span multiple countries, bringing complexity.
- •When businesses face delicate succession and share buyout decisions.
- •When liquidity is essential to maintain unity during family transitions.