Legacy Planning

Legacy planning refers to managing more than the assets accumulated over lifetime. As part of the comprehensive wealth management plan, our advisors give advice on how best to pass on the legacy of our investors to their next generations.

The values, traditions, family heirlooms, beliefs and wisdom are the true vestiges of personal legacy and through our efforts, we seek to provide impactful legacy planning solutions to facilitate the successful passing on of these legacy items of our investors.

Our expert advisors study personal preferences and constituents of the truly intangible facets of our investors and methodically curate a legacy plan, custom made for each of our investors.