MyLnd

My LnD™ System

Our Generational Momentum journey with you is underpinned by the MyLnD™ system.

This is a dynamic reiterative process, journeying through complexity to simplicity.

Discover the future of succession planning with MyLnD™, the cornerstone of our client offering.

With MyLnD™, you can effortlessly track your investments and plan for both your future and estate. Our software supports active conversations and planning for both current and future generations, offering personalised insights, robust security features, and a user-friendly interface.

This makes it easier than ever to safeguard your family’s future while keeping the long-term in mind.

Join us in transforming the way you plan for your future.

Experience the innovation and excellence of MyLnD™ today.

DATA
MANAGEMENT SYSTEM
INTEGRATION LEGAL
MAPPING COLLABORATION
&
TRANSPARENCY EXECUTION

Data Management

Succession planning and wealth management are complex, not necessarily difficult. The first step in managing this complexity is data collation. Many succession plans fail due to insufficient data. Our systems enable us to gather and analyse data, creating dashboards and analytics. This is crucial for managing the ever-changing data points.

In our world, we don’t guess math or the law.

System Integration

Effective data management is key to successful wealth management. By collating and analysing data, we navigate the complexities of succession planning with precision. MyLnD™, our innovative software revolutionising wealth management, combines cutting-edge technology with our expertise to offer a seamless, intuitive platform for managing your wealth and securing your legacy.

Legal Mapping

Each country where assets are held, or family members reside has unique legal and tax principles. This makes succession and asset management plans increasingly complex. Ignoring these complexities is not feasible. Our software helps families navigate the four asset pillars, each with distinct legal and tax rules, ensuring tailored succession planning.

Collaboration & Transparency

Our software development approach creates a perfect audit trail, documenting the origin of wealth and past decisions. This helps guide us into an uncertain future. Data and process capturing enhance advisor/client transparency, as we work in a digital environment tailored for client families.

This modern approach significantly impacts data protection. Data exposure is a major risk for wealthy families in the era of machine learning and data algorithms. Knowing where your data is and what machines access it is crucial.

Professionals must collaborate, relying on consistent data for advice. Our platform allows different advisors to access the necessary data, ensuring all advice is based on a single, central version of the truth. This results in improved efficiency, transparency, and accountability for the family.

Execution

Effective data management and legal mapping are crucial for a robust succession plan. By meticulously mapping data points and understanding legal and tax environments, we ensure clients’ wishes are accurately reflected in their asset management plans. This process allows us to test and refine plans for optimal outcomes.

Mapping data points enables us to transpose clients’ wishes onto assets within specific countries and pillars, testing the plan’s outcomes. This evaluation and optimisation process transforms complex plans into clear, actionable steps, ensuring simplicity at the end of complexity.

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