Many of our clients have built wealth, and subsequently, one of their objectives is to establish financial stability for their children and future generations. We refer to this as legacy planning and the goal is to ensure that wealth is preserved, grown, and smoothly transferred to future generations without also transferring burden or pressure.
Commercial property offers several key advantages as a long-term investment strategy, you can read more about the strengths of commercial property vs residential real estate in our previous article. Moreover, co-investing in commercial property alongside AGEM offers advantages that specifically speak to generational wealth creation:
- The ability to diversify your investment across various properties and sectors, thereby managing risk and potentially enhancing returns.
- Access to large-scale properties that may be out of reach for individual investors.
- Expert active asset management, addressing items such as tenant management, lease negotiations, building maintenance and commercial performance, which is consistently creating value and managing risk.
These attributes create ‘set and forget’ investments – generating passive income and long-term growth, with minimal effort or know-how from your family.
AGEM was built off the desire to create family wealth that can be passed down through generations – that’s why AGEM management and associates hold 44% of ownership across our portfolio, and we relish the opportunity to create the same generational security for our clients’ families.
Whilst it’s not necessary, educating your children about the principles of effective wealth management and passive income generation is an incredible gift. Please don’t hesitate to get in touch if you’d like to chat about legacy planning, and consider bringing your adult children into the discussion – understanding the structure and merits and of co-investing in our passive income funds is an excellent way of ensuring family wealth endures and grows for years to come.
