LEGACY & PLANNINg

In addition to ongoing financial oversight, we provide project-based support as the family or family office evolves, addressing specific tasks or complexities that arise over time. 

Manage the collaborative process of wealth transfer or business succession planning alongside legal, tax and investment advisors. Ensure clear communication among stakeholders, interpret complex strategies for family members and facilitate inclusive decision-making. Oversee the execution of complex estate planning projects and establish systems to monitor and ensure future steps are carried out as intended.

Coordinate the development and implementation of a thoughtful charitable strategy across generations. Guide families in identifying giving themes and priorities, evaluating and responding to requests, tracking donations and ensuring tax-efficient giving.

Assist families in defining their purpose and goals by developing a shared vision, mission and governance structure tailored to their values and dynamics. Collaborate with other advisors as needed, ensure constructive conversations and facilitate outcomes that support long-term family unity and decision-making.

Facilitate family meetings that promote communication and alignment across generations. Connect families with trusted resource to help preserve family history, values and stories (e.g., video, written documentation).

Work with family members to build financial literacy, understanding of family wealth topics and tools for adapting to managing wealth across generations. Provide education on 'family office', investments, tax and key concepts around trusts (responsibility as trustees, distribution terms, beneficiary engagement with trustees and advisors).