What is NexLegacy?

NexLegacy is a tailored wealth education and stewardship programme designed to help families grow, protect and transfer wealth responsibly. It supports families at different stages of their financial journey, from early education to advanced wealth leadership.

Why choose NexLegacy?

Exclusive access

Offers a premium programme designed for high-net-worth families.

Growth and stewardship

Preserve and expand wealth across generations.

Expert-led learning

Get insights from leading financial specialists, investors and mentors.

Refined expertise

Master investing, entrepreneurship and responsible wealth management.

Experiential learning

Explore real-world simulations, case studies and interactive challenges.

Global and local perspectives

Get insights into wealth trends, impact investing and economic shifts.

Who can join?

NexLegacy is available to Nedbank Private Wealth clients. Children may be enrolled once the family has become Private Wealth clients.

Join us

The programme is structured across 3 age-appropriate cohorts

Bronze

Kids (Ages 7–12)

Bronze

An interactive, play-based learning experience introducing basic financial concepts and hands-on money management activities.

Silver

Youth (Ages 13–17)

Silver

Advanced wealth-management concepts, leadership skills, investment strategies and stock market simulations.

Gold

Adults (Ages 18 and older)

Gold

A comprehensive programme for professionals, entrepreneurs and wealth successors focusing on advanced investment, portfolio management, stewardship and leadership.

Wealth mastery and financial education

The programme covers investment and portfolio management, wealth transfer and succession planning, and philanthropy and impact investing to help families sustain wealth while creating meaningful change.

Community-based learning

Participants join wealth retreats, summits and exclusive networking events; receive personalised mentorship; and participate in financial challenges and masterclasses to build confidence and capability.

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NexLegacy is an exclusive wealth education and stewardship programme designed by Nedbank Private Wealth to help individuals and families develop financial confidence, investment acumen, and responsible wealth management skills. It provides expert-led learning, mentorship, and interactive experiences to ensure wealth is sustained across generations.

NexLegacy is tailored for high-net-worth families who want to equip their next generation with the knowledge and tools to manage and grow their wealth responsibly. It is open to individuals at various stages of their financial journey, from those just starting to engage with financial concepts to those preparing for leadership in wealth stewardship.

 
  1. Exclusive access to expert-led financial education and mentorship.
  2. Practical learning experiences in investing, business, and wealth transfer.
  3. Invitation to networking events, wealth retreats, and summits.
  4. Tools to build a sustainable financial future and ensure responsible wealth transition.
  5. Personalised guidance from Nedbank Private Wealth advisers.
  6. Event participation.
  1. Wealth retreats and summits: Exclusive gatherings featuring top financial experts.
  2. Masterclasses and workshops: These cover investment, entrepreneurship, and financial planning.
  3. Business and investment challenges: Real-world simulations to build decision-making skills.
  4. Mentorship sessions: Personalised financial coaching and strategy discussions.

Attendance is by invitation only and based on nominations by Nedbank Private Wealth relationship managers and private bankers. If you meet the qualifying criteria, you may be invited to participate in select experiences.

To be eligible, participants should do the following:

  • Have an active relationship with Nedbank Private Wealth.
  • Show an interest in wealth management, financial literacy, or business leadership.

 

While NexLegacy is primarily designed for Nedbank Private Wealth clients, select programmes may be available to non-clients who wish to engage with our wealth management offerings.

NexLegacy provides expert-led sessions on estate planning, trust structuring, tax efficiency, and long-term investment strategies, helping families structure their wealth for smooth transitions between generations.

The programme is designed to complement our core banking, stockbroking, investment, and financial planning offerings. Participants benefit from direct access to our advisers, ensuring seamless integration of financial education with real-world wealth strategies.

 
  1. Ensures families retain multi-generational wealth within Nedbank Private Wealth.
  2. Strengthens financial confidence and leadership among heirs and next-generation wealth holders.
  3. Provides access to an exclusive network of industry leaders, investors, and business mentors.

For more details or to enquire [DK1] about eligibility, contact your Nedbank Private Wealth banker or email us at contact@nedbankprivatewealth.co.za.
 
 
Secure your family’s financial future with NexLegacy. Your legacy starts today.