Beyond Estate Planning: Building Legacies
Families we work with typically want to ensure their wealth serves their family and causes they care about for generations to come.
True estate planning goes beyond tax minimization and document preparation. It's about creating a comprehensive strategy that reflects your values, protects your family, and builds a lasting legacy that makes a meaningful impact on the world.
Discuss Your Legacy Goals
Comprehensive Estate Planning Services
Wealth Transfer Strategies
Tax-efficient strategies for transferring wealth to children and grandchildren while preserving family values and financial security.
Trust Planning
Strategic use of trusts to protect assets, minimize taxes, and ensure your wealth is distributed according to your wishes and timeline.
Charitable Giving
Tax-advantaged charitable strategies that allow you to support causes you care about while providing benefits for your family.
Business Succession
Planning for the smooth transition of family businesses to the next generation or external buyers while maximizing value.
Tax Minimization
Strategic planning to minimize estate, gift, and generation-skipping transfer taxes while achieving your family goals.
Family Governance
Establishing family mission statements, governance structures, and communication processes to preserve family harmony and values.
Our Legacy Planning Philosophy
Values-Based Legacy Planning
Family Values First
We start with your family values and build strategies that preserve and transmit what matters most to you.
Multi-Generational Thinking
Planning that considers not just your children, but your grandchildren and great-grandchildren's wellbeing.
Meaningful Impact
Creating legacies that make a positive difference in your family and community for generations to come.
"True wealth isn't just about the money you leave behind - it's about the values you instill, the relationships you nurture, and the positive impact you create that continues long after you're gone."
— Dan Brooks, Advisory Partner
Common Estate Planning Scenarios We Address
Family Business Owners
Complex succession planning that ensures business continuity while providing for family members both in and out of the business.
- • Buy-sell agreements and valuation strategies
- • Management succession planning
- • Tax-efficient ownership transfers
Multi-Generational Families
Advanced strategies for families seeking to minimize taxes while preserving family harmony and building generational wealth.
- • Advanced trust structures and strategies
- • Generation-skipping transfer planning
- • Family office considerations
Blended Families
Sensitive planning for families with children from multiple marriages, ensuring fairness and clarity for all beneficiaries.
- • Balancing current and future family needs
- • Clear communication and documentation
- • Conflict prevention strategies
Charitable-Minded Families
Strategic philanthropy that maximizes charitable impact while providing family benefits and tax advantages.
- • Private foundations and donor-advised funds
- • Charitable remainder and lead trusts
- • Family philanthropy governance