Estate & Legacy Planning
Estate planning is not simply about transferring assets. It is about stewardship, continuity, and the long-term responsibility that accompanies significant wealth.
We work with families to think through how wealth is structured, communicated, and carried forward across generations; integrating legal, tax, and relational considerations into a single, coherent approach. Our focus is not on documents alone, but on clarity, alignment, and durability over time.
Beyond Documents and Structures
While legal structures are necessary, they are rarely sufficient on their own. Trusts, entities, and estate plans only function well when they reflect thoughtful intent and shared understanding.
Families often arrive with technically sound plans that lack clarity around purpose, governance, or communication. Without alignment, even the most sophisticated structures can create confusion or unintended consequences across generations.
Our work begins by helping families articulate what their wealth is meant to support; not just financially, but relationally and generationally, and then ensuring the structures serve that intent rather than dictate it.
Multi-Generational Stewardship
As wealth extends beyond the first generation, complexity increases. Decision-making shifts from individual priorities to shared responsibility, and the impact of choices stretches across decades.
We help families think through stewardship from a long-term perspective — considering governance, education, communication, and continuity. This includes helping families clarify roles, expectations, and values so that wealth becomes a stabilizing force rather than a source of friction.
Legacy planning is not about control. It is about preparing future generations to engage with wealth thoughtfully and responsibly.
Coordination Across Advisors
Effective estate planning requires coordination. Legal, tax, investment, and family considerations do not exist in isolation, and decisions made in one area inevitably affect others.
Our role is to help integrate these perspectives; working alongside attorneys, CPAs, and other advisors to ensure decisions are evaluated in context. This coordination helps reduce blind spots, avoid unintended tradeoffs, and create plans that hold together over time.
How We Think About Legacy
We view legacy as something actively shaped, not passively inherited. It requires clarity, conversation, and periodic reassessment as families evolve.
Our approach emphasizes flexibility and durability; recognizing that family dynamics, tax regimes, and economic conditions change. A good legacy plan is not static; it is resilient.
Who This Work Is Best Suited For
This work is best suited for families whose wealth spans generations or is expected to do so. It is particularly relevant where complexity, concentration, or responsibility extends beyond traditional estate planning needs.
We work with families willing to engage thoughtfully and collaboratively, recognizing that meaningful legacy planning takes time and perspective.