Family & Legacy Planning
How Will Your Wealth Serve
The People and Causes You Love?
A truly comprehensive financial plan extends beyond your own lifetime. We help clients think through how their wealth can support their family’s future, their values and the legacy they want to leave.
Without a Legacy Plan, Your Wealth
May Not Go Where You Intended
Most people have a sense of what they want for their family and their assets after they’re gone but far fewer have taken the steps to make sure those wishes are reflected in their financial and legal planning.
Have you reviewed your beneficiary designations?
Outdated beneficiary designations can cause your assets to pass to unintended recipients, even if you have a will. It is important to review your beneficiaries, especially after a life event like divorce or the birth of a child.
Do you have a plan for supporting your children or grandchildren?
There are tools that can help support the next generation financially but they require deliberate setup and an understanding of how they work.
Is your estate plan coordinated with your financial plan?
An estate attorney can draft legal documents but without coordination with your financial plan, the two can work at cross purposes.
Aligning Your Financial Plan With What Matters Most
Family and legacy planning is ultimately a conversation about values about the people and causes that matter most to you and how your financial plan can reflect that. We help clients explore legacy priorities and translate those priorities into concrete planning considerations.
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This may include reviewing and updating beneficiary designations to ensure they align with your current intentions, thinking through strategies for supporting children or grandchildren, such as custodial accounts designed to hold and manage assets on a minor’s behalf and exploring how charitable giving might fit within your broader plan.
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We also coordinate with estate planning professionals when appropriate, so the financial and legal dimensions of your legacy plan are working together rather than independently.
You might want to consider family & legacy planning if...
You’re thinking about what you want your financial legacy to look like
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You want to support children or grandchildren financially but aren’t sure how
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You’d like to explore charitable giving as part of your financial plan
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Your financial plan and estate plan haven’t been coordinated​