“How will you be remembered?”

We understand every client has their own passions and things that matter to them in life. Whatever the philanthropic goals and wishes, we want to explore the different ways our clients can leave the legacy they hoped for. We call this process “Legacy”.

Process: Legacy

The Legacy Process is a service that explores how clients can direct the wealth that they have earned to carry forward in perpetuity.

Identify — Who are the benefactors (family, businesses, or charities)?
Quantify — For how long and how much can the estate support the benefactors?
Recommendation — How to best accomplish the estate legacy wishes?