Legacy planning is an opportunity for families to define their values while creating long-term objectives to their wealth. While preserving wealth and developing an effective approach to pass it from generation to generation is often a challenge, sometimes the most difficult aspect of legacy planning is knowing when and how to integrate younger generations and trusted advisors.
We work with our clients to develop your wealth goals. Developing financial goals is often easier said than done, especially when considering longer-term goals such as wealth transfer, charitable giving and legacy objectives. Of course, these goals are in addition to your immediate and near-term cash-flow needs.
 
 

This includes the following elements:

 

• Mutual Funds

• Individual Stocks & Bonds

• Brokerage Accounts

• Fee-Based Asset Management

• CDs & other Bank Products

• Money Market Accounts

• Variable & Fixed Annuities

• REITS (Real Estate Investment Trusts)

• Limited Partnerships