Individuals and Families

You’ve worked hard to create your wealth and take care of your family. If you’re now thinking about the future and leaving a legacy to your family, you are not alone. Ensuring a lasting legacy is a high priority for many of the clients we work with.

Families often struggle with how to leave a legacy not only for their children but for generations further down the line.

Our approach to multi-generational wealth planning is to begin with a solid foundation; creating family values and a wealth vision is often where we start with families.

Sharing them with your upcoming generations is extremely important and must be done with intention and purpose, so we guide you through that process with your family.

We also often educate our clients’ children and grandchildren on the responsibilities that come with inherited wealth as well as provide ongoing financial and investment education and oversight in many areas of financial and legacy planning.