Defining Your Legacy

“People are not concerned simply with transferring financial assets. They’re interested in how their wealth will affect the lives of their family.”

— Chief Fiduciary Counsel

Creating a cohesive and lasting legacy is a formidable task. But with diligence and careful planning, your values and goals can be passed down through multiple generations.

Whether you are interested in creating a Family Mission Statement, setting up trusts, or establishing a foundation, we can work with you to reflect your family’s core values in your legacy plan.

By integrating sophisticated planning techniques with investment and tax considerations, we can assist with developing a comprehensive plan wholly tailored to you.

To learn more about how we can help you create a long-term legacy plan, visit:

Legacy Planning
Family Wealth Stewardship
Philanthropic Advisory
Focusing on Family