Legacy Planning Solutions Tailored to Your Needs

We offer legacy planning services to help families achieve their estate and philanthropic goals while providing them with peace of mind that their assets are being protected, preserved and designated for generations to come.

Get legacy planning guidance

We offer:

Estate planning and analysis
Wealth transfer planning
Philanthropic planning
Business transition planning
Estate tax planning
Preparing the next generation

We do this by:

Comprehensive document reviews with actionable recommendations
Constructing estate plans focusing on lasting legacies
Aligning charitable giving with family values
Pre and post transition strategy planning through a multi-generational lens
Tactical and strategic analysis aimed at reducing potential exposure
Educating and facilitating conversations on how to manage the impact of wealth