Legacy and Wealth Transfer

Advanced estate planning strategies for families with significant wealth.

Legacy and Wealth Transfer

Advanced estate planning strategies for families with significant wealth.

Our Philosophy

True planning should go beyond distributing assets. It’s about defining purpose, structure, and intent. We work closely with families to create enduring strategies that sustain wealth, preserve family harmony, and empower future generations.

Our process integrates estate planning, tax optimization, charitable giving, and family governance into one unified approach. Every plan is unique and reflects your financial complexity, family dynamics, and legacy priorities.

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Family Governance and Education

Legacy is not only about wealth, it’s about values. We help families establish governance frameworks that guide decision-making, communication, and stewardship for future generations. We help facilitate family meetings, document mission statements, and prepare the next-generation through our Wealth Readiness Program to ensure your family wealth is preserved with purpose.

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Advanced Planning Strategies

Explore sophisticated planning tools and structures to help minimize taxes, protect wealth, and achieve your family’s unique objectives. Depending on your situation, strategies may include:

Irrevocable Life Insurance Trusts (ILITs)

Intentionally Defective Grantor Trusts (IDGTs)

Incomplete Non-Grantor Trusts (INGs)

Family Limited Partnerships (FLPs)

Grantor Retained Annuity Trusts (GRATs)

Charitable Remainder and Lead Trusts (CRTs & CLTs)

Private Family Foundations and Donor-Advised Funds

Business Succession Planning and Valuation Discounts

These strategies are never one-size-fits-all. Each is evaluated and tailored to your objectives, family dynamics, and long-term intentions.

Our Estate Planning Process

Estate planning is one of the most personal and important parts of protecting your family and your legacy. Our process is designed to uncover blind spots, create clarity, and ensure your wishes are honored without anything getting overlooked.

Evaluation of Your Current Estate Plan

Everyone already has an estate plan. You may have created documents with an attorney, you may have something you drafted on your own, or the state may have a default plan for you without your input. We begin by gathering and reviewing everything that currently exists. We extract all key provisions, identify gaps, clarify what your plan actually does, and uncover anything that may create risk or unintended outcomes.

Education and Awareness

Before moving into deeper discovery, we take time to help you understand what your current plan accomplishes, what it does not accomplish, what risks or problems may be hiding within it, and what options may be available to improve it. We also answer your questions, review important concepts, and help you understand key estate planning tools so you can make informed decisions with confidence.

Comprehensive Estate Planning Questionnaire

This is the heart of our process. Our questionnaire has been built over more than three decades. Every single question exists because an attorney or a client in the past missed something important that later caused confusion, conflict, or costly mistakes. We designed it to make sure mistakes like them are avoided going forward.

This is not a simple checklist. It is an in-depth exploration that usually takes two or three meetings. We uncover information that most estate attorneys never ask about. We review your family structure, relationships, financial details, personal wishes, legacy goals, and other variables that could affect your plan.

Attorney Collaboration and Handoff Meeting

You may work with your existing attorney or we can introduce you to trusted attorneys in our network. We conduct a joint meeting with you and the attorney to walk through every detail we have collected. This meeting helps make sure the attorney understands your full situation, so nothing gets lost, and so your documents reflect your true intent.

Ongoing Investment Monitoring

Document Drafting and Review

The attorney then drafts your estate planning documents based on the information we provided together. Once the drafts are ready, we review them with you and the attorney to confirm accuracy, clarity, and alignment with your goals. This extra step helps check that nothing important was missed, nothing is confusing, and nothing contradicts your wishes.

Ongoing Monitoring and Regular Review

Estate planning is not a one-time event. Your family changes, your wishes evolve, your finances grow, and the laws that affect your estate plan change over time. We recommend reviewing your plan every three to five years or whenever a major life event occurs.

We’ll recommend revisiting your goals, considering when to update your documents, and helping you stay ahead of changes that could impact your estate.

Integration Across Your Financial Life

Your estate plan doesn’t exist in isolation. Our process ensures complete coordination with your investment strategy, tax plan, insurance structure, and family governance model. Every element of your financial picture is aligned and reviewed together, allowing for a seamless and efficient legacy strategy.

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Integrated With Other Services

Our Legacy and Wealth Transfer service allows for complete integration with all other areas of your finances.

Major Transaction Planning

Retirement Planning

Advanced Tax Strategy

Family Office Portfolio Management

Concentrated Stock Planning

Cash Flow

Charitable Planning

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If you want a legacy strategy that is truly unique to you and reflects your family’s values, goals, and long-term vision, connect with our team to begin building a plan.

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