Is your family prepared to carry on your legacy?
Family Office & Legacy Planning
Legacy planning is about much more than the efficient transfer of assets—it’s about preserving family values and ensuring the next generation is financially, mentally, and emotionally prepared to steward the family wealth. We work with affluent families and help them create multidimensional financial plans that foster communication and continuity between generations. Our goal is to help everyone engage in the exchange of ideas, and we provide education and guidance so that each party feels informed, equipped, and empowered to steward the family wealth with excellence.
Does your investment strategy represent your mission?
Philanthropic Planning
For those who view wealth as an impactful tool beyond their immediate needs, philanthropic planning creates opportunities to leave a meaningful footprint. Leveraging strategies such as donor-advised funds and other tax-efficient vehicles, we help you align your investments and financial plan with the causes that matter most to you. Our goal is to ensure your legacy extends not only within your family, but into the broader community, reflecting your values in tangible and lasting ways.
For those interested in establishing a long-term giving framework such as a foundation or endowment, we provide specialized consulting in institutional investment management that considers:
- Committee Engagement in Strategic Asset Allocation
- Governance Alignment
- Accounting and Reporting Services
- Liability Driven Allocations
- Capital Markets Expectations
- Asset Allocation and Manager Selection