The Legacy FORMula

Your wealth. Your lifestyle. Your legacy.

Andersen Midgley Wealth Counsel aims to be our client’s personal CFO. Our team of specialists does family wealth planning for a select group of successful professionals and business owners. We work collaboratively to put all the pieces of the financial picture together, helping clients achieve their wealth, lifestyle, and legacy goals.

Our practice has developed a process called “The Legacy FORMula”, which categorizes important lifecycle stages into main categories. We have a process to address each of these categories to guide clients through the complexities for the changes, milestones and transitions in their lives.

When needed, we can integrate with our client’s existing professional specialists (accountants, lawyers, etc.) to achieve a comprehensive wealth plan in tax, estate, philanthropy, insurance, and business succession. We also have in-house as well as external strategic partners that we may recommend.

Ultimately, we strive to partner with clients to achieve the lifestyle and milestones that they have envisioned for themselves, their families, their businesses, and community at large.

Read more about our Legacy FORMula.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

15 July 2019
The fix is in
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2 July 2019
Ready for the second half?
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Investor strategy: Back half looks tricky
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