Family Advisory

Legacy with Purpose

Your family wealth is structured.
Your legacy probably isn’t.

In the intricate landscape of multi-generational wealth, purpose serves as the cornerstone of lasting legacy.

At SeventyTwo, we help individuals and families craft a legacy that is both meaningful and enduring. True wealth extends beyond financial capital and it has the power to shape the future.

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Legacy with Purpose

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Family Capital Architecture

 

 

Disclaimer:

We are not wealth managers and we do not sell financial products. 

Defining Purpose

Shaping Legacy with Purpose

True legacy goes beyond wealth transfer—it is about defining purpose, embedding values, and creating clarity for how the family’s impact will endure. Through our Legacy with Purpose framework, we help families design a roadmap that aligns aspirations with governance, succession, and action.

 

 

A living roadmap of action and reflection, renewed each year to keep legacy and purpose aligned.

Legacy Architecture

We guide families through a structured process to define purpose, articulate shared values, and build a clear long-term vision—creating a legacy architecture that connects today’s decisions with tomorrow’s generations.

 
The Legacy Roadmap

Through our workshops and strategic reviews, we translate vision into action by designing a roadmap that addresses succession, governance, education, philanthropy, and impact—ensuring the family’s purpose is executed and measured over time.

Informal Family Office

For families who do not wish to create a separate entity, we build cohesive frameworks that bring structure without bureaucracy—integrating performance management, reporting, decision-making protocols, and governance practices—so the family achieves the benefits of a family office while retaining flexibility and simplicity.

 
Formal Family Office

For families ready to establish a dedicated organisation, we design and implement the full architecture of a family office—legal and governance structures, investment oversight, reporting systems, and professional management—ensuring it operates as a trusted platform to steward wealth and legacy for generations.

 

 

Building Impact

Setting up a new family office

Best practice is not always fit for purpose. We work with families to design the structure that suits them best—formalising what is necessary, while keeping fluid and natural what is best left to family dynamics.

 

 

Formal vs Informal: Different paths, same goal—continuity and clarity

Ensuring Continuity

Succession Planning & Family Governance

Ensuring continuity across generations requires more than wealth transfer—it demands clear governance, intentional planning, and structures that align family members around a shared purpose. Our bespoke services support families in building lasting legacies with clarity and confidence.

Succession by Design

We develop intentional succession strategies that equip the next generation for leadership while embedding governance, preserving family values, and ensuring the continuity of wealth and purpose across generations.

 

Annual Family Legacy Forum

A dedicated yearly forum where the family convenes to reinforce governance, set strategic direction, and align on the core pillars of legacy—succession, education, philanthropy, and shared decision-making—while establishing the structures and mechanisms that ensure unity, clarity, and continuity across generations.

Let's build your legacy together

At SeventyTwo, we work with individuals and families to define their purpose, align their wealth with their values, and build structures that ensure continuity across generations.

Our bespoke advisory services go beyond traditional wealth management, integrating strategic governance, investment stewardship, and philanthropic impact to safeguard both financial and non-financial wealth. 

We help families create robust frameworks that foster unity, empower future generations, and preserve their entrepreneurial spirit while mitigating risks in an increasingly complex global landscape.

We know that every family’s journey is unique, requiring a carefully crafted blend of financial acumen, strategic foresight, and deep understanding of family values.

Whether establishing a new family office or optimizing an existing one, we bridge the gap between legacy and innovation, ensuring families remain cohesive and purpose-driven. Our holistic, hands-on approach is designed to bring clarity to complexity, transforming wealth into a force for enduring impact.

If your family is looking for a trusted partner to navigate the challenges of wealth stewardship with discretion, foresight, and a clear sense of purpose, we are here to guide you.

FAMILY OFFICE TEAM

Contact us

For inquiries regarding our bespoke advisory services for family offices, please get in touch. We are committed to providing tailored strategic guidance to help you achieve your long-term objectives with discretion and expertise.

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Kathrin Mutinelli MANAGING DIRECTOR, SEVENTYTWO GLOBAL
Ivan
Ivan Hooper CEO, WINTERBOTHAM

OUR CLIENTS

Our values of trust, commitment and excellence are underpinned by our dedication to building long term relationships where confidentiality and discretion are priorities. As such, we do not disclose details of our clients but can provide specific references. 

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