Legacy Planning


Many define wealth as financial assets: homes, investment property, investment accounts and collectibles – assets that have associated market value.  To be successful, families need to broaden their definition of wealth.  A family’s wealth consists of three interrelated components: financial, social and human capital.  Families often fail to achieve their goals because they do not manage all three components of their wealth.

Legacy planning may involve more than simply managing the family’s financial assets prudently.  We work with families to help them gain clarity in defining their goals and oversee the management of all dimensions of their wealth.

Legacy Planning Infographic


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