What Does It Mean to Leave a Legacy?

Once the mechanics of the wealth transfer plan are in place and understood, we find that our clients are increasingly concerned with preparing the family to receive the wealth. Very often, these concerns are expressed in several specific ways

We want to pass wealth to our children in a way that ensures their well-being."

We want to tell and preserve the story of how our family wealth was built and the importance of the family's history."

We want to create both a philanthropic philosophy and a vehicle to carry forth the values we hope our children and grandchildren share."

We want to structure a plan that will allow future generations to make their own imprint on the wealth we've created."

Three Principles for Success

As a result, we have developed three key principles and related best practices for sustaining your wealth and legacy across generations.
This initiative includes online educational resources and multi-generational family workshops.

Legacy Planning: Getting Started

Our approach to these principles focuses on bringing the best practices that support each principle to life.
To help you develop these practices, we have created a variety of resources to start your thinking on legacy planning below: