Legacy Planning

How do you want to be remembered by your family and /or community? What is your definition of a great legacy? How are you going to transition the family business to the next generation?  What investment or insurance designs fit your particular situation better to accomplish your legacy goals?

One broad definition of Legacy Planning is:

Your legacy is a collage of your actions, contributions and achievements. Positive or negative, big or small, what you do, give and accomplish defines your legacy. Legacy planning helps you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in.

Our Speciality:  Working with Entrepreneurs, Business Owners and Family Members

Family Business Sucession Planning

Most experts agree, the real strength of a generational family business is having a clear vision for the business and a family value system that shapes the decision making processes within the family and the business.

Another critical part of the succession equation is access to the professional skill-sets needed to preserve and renew a business - and to help manage the succession process.

How do we work towards your goals for building a legacy? We work with your advisory team of attorneys and tax professionals to help design structures to work towards your end vision.