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Preservation of your legacy and wealth across generations is at the core of our values and how we manage your wealth and your financial security plans. Protecting family harmony while ensuring tax efficient wealth, business and estate transfers, and effective stewardship by the next generation are key components of your legacy plan. For many clients, a giving strategy is also a core component of their legacy.

Strategic Philanthropy



Philanthropy is often one of the largest aspects of leaving a legacy. We work with you to develop a tax efficient giving strategy that aligns with the values and philanthropic activities that will continue to leave a positive impact in your community. Working with your family and your advisory team to identify priorities and activities can help strengthen family bonds and help to spark your family’s interest in charitable activities. 



Financial stewardship across generations is critical to the preservation of your legacy. Allowing us to help educate your family will enable them to make better decisions. 

Family Governance



Our goal is to ensure your family can grow and preserve your wealth and your legacy. We believe in working with your family to establish governance of your estate and your family’s on-going communication plans with one another. 

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