What We Offer

Your legacy is more than your money. Successful families are intentional about sharing their stories and building trust, communication, and a common purpose.

We can help. We create customized solutions for families to successfully transition wealth, stories, values, vision, and leadership from one generation to the next.

 
 

Preserve Your Legacy

Do you know your great-great grandmother’s name and what mattered to her? Do you want your great-great grandchild to know who you were and the vision you had for them?

Using our Guided Discovery process, we guide you through a series of interviews that are intended to document who you are, what makes you you, and your desires for future generations. Includes:

  • Audio files of the interviews

  • Edited interview transcripts

  • Summary “Heritage Statement” for your family to cherish

 
 

Family Alignment

During these one-day or multi-day Family Milestone events, your family will define its purpose and set priorities for the future.

  • All members have equal voice, often marking the beginning of going from parent to partner with your children

  • You’ll learn and appreciate each other’s strengths and communication styles

  • The family will identify areas of common vision

  • You’ll create an action plan that everyone contributes to

  • Your children/grandchildren will begin to assume leadership responsibilities in low-risk ways

 
 
 

Charitable Planning

Align your giving to your values, and plan while you’re still here for maximum impact! We help you to:

  • Identify organizations aligned with your values, while assessing their efficiency and impact

  • Create a tailored grant process to ensure client-driven criteria are met

  • Establish accountability and transparency in the use of grants

 
 
 
 

Estate Planning

Only 33% of Americans have a signed will or trust. Protect your family, protect your assets, and save your loved ones the trouble of probate and family discord. We partner with estate planners to facilitate and execute your Estate Plan.

  • Will-based or Trust-based plans

  • Every estate plan complies with state and local rules

  • We make it easy for you by guiding you through the process

 
 
 

Tax Planning

Most Americans do not take advantage of tax saving opportunities as part of their Legacy planning. We guide you through tax reduction strategies and work with your team to ensure you are leveraging relevant tools, such as:

  • Annual and lifetime IRS gift exemptions

  • Zero Estate tax planning

  • Roth conversion strategy

  • Donor Advised Funds and Family Foundations