Legacy Planning
Helping you leave a lasting legacy that spans generations.
Much like our investment philosophy, our approach to legacy planning is rooted in our founding principles. By collaboratively working with our clients, we are able to provide the tools necessary for them to leave whatever legacy they desire to the people/causes they care the most about. We provide multi-generational planning services by educating their heirs on how their estate plan is structured and help stress the importance of fiscal responsibility. We know these conversations can be difficult, but they are necessary to ensure that anything you leave behind is not squandered or used in a way that may go against your wishes. We help our clients facilitate these conversations so they may feel confident in the legacy they want to leave behind.