[vc_row][vc_column width=”1/2″][vc_custom_heading source=”post_title” google_fonts=”font_family:Raleway%3A100%2C200%2C300%2Cregular%2C500%2C600%2C700%2C800%2C900|font_style:400%20regular%3A400%3Anormal”][vc_column_text]Leaving a legacy is more than giving your money away. We facilitate your family mission statement around shared family values. When family members define and communicate their family values, they begin to realize higher levels of unity, greater clarity in their life choices, sound decision making and stronger family relationships. Communication and trust are at the core of a successful wealth transfer and legacy planning process.
We guide our clients through a range of topics to consider, including, where appropriate, by engaging, coordinating, and collaborating with our clients’ professional advisors such as lawyers and CPAs, as our clients explore using wealth to further their values and people they cherish, matching aspirations to strategies. Topics for consideration frequently include:
Generational Planning
Estate Planning
Trust Services
Charitable Giving
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