Bringing together a wealth plan with your values and vision.
Significant wealth can introduce complex, multi-generational issues for our clients.
We can help you build a “family mission statement” that clearly states goals for your wealth, both short- and long-term. This helps individuals, families, business partners, and heirs recognize and adopt your wishes for the future. It also helps answer important questions, such as:
"How do I manage different inheritances for different family members?”
“How can I help reduce the tax burden on my heirs?”
“Can my heirs handle the responsibility that comes with their inheritances?”
“How do I protect my family’s business?”
“What happens to the management of my assets if I were to become incapacitated?”
“How do I handle discrepancies between my wishes for our money and my family?”
“How can I help my family be good stewards of our wealth?”
“How can I ensure the long-term success of my business after I retire or sell?”
“What plans can I put in place so I can spend more of my time on my passions?”
“How do I help the people and causes I care about most?”