Legacy Planning & Philanthropy
A powerful tool for teaching your values, principles and life lessons to the next generation.
A Lasting Legacy
Thoughtful preparation allows you to create a lasting impact on your children's, grandchildren’s, and even great grandchildren’s lives, shaping their future even after you're gone – instilling financial responsibility and promoting your family values.
Teaching through Example
Your approach to planning itself can serve as a valuable lesson to your children, demonstrating foresight and the value of long-term thinking and encouraging open communication to promote financial literacy.
Expressing Your Core Beliefs
Your legacy is more than wealth – it’s a reflection of what you stand for. Identifying causes and organizations that align with your values and passions can transform charitable giving into a lasting expression of purpose, impacting your family, your community and the causes that matter most to you.
A Lasting Legacy
Thoughtful legacy planning is about far more than passing down wealth—it's about shaping the future of your family for generations. As skilled advisors we help high-net-worth families design intentional strategies that reflect their values, aspirations, and family dynamics. Through structures such as trusts, family governance plans, and multi-generational wealth education, we help you influence not only the financial well-being of your children, grandchildren, and great-grandchildren—but also their character, their sense of responsibility, and their understanding of stewardship. By addressing not just what is passed down, but how and why, we help ensure your legacy is resilient, values-based, and purpose-driven.
Teaching through Example
The planning process itself is a powerful teaching tool. When parents and grandparents involve their heirs in discussions around long-term planning, charitable giving, and investment philosophy, as well as work ethic, gratitude, and accountability, they create invaluable opportunities for learning and growth. As holistic advisors, we can help facilitate these conversations, helping families communicate openly and constructively about money, responsibility, and purpose. By modeling foresight and discipline, and by including the next generation in selected aspects of the planning process, you help instill the habits and mindset needed to sustain wealth across generations. The result is not just a plan—but a family culture built around clarity, confidence, and continuity.
Expressing Your Core Beliefs
Your financial legacy is an opportunity to express what you care about most. Whether it’s supporting a cause close to your heart, building a family foundation, or establishing a donor-advised fund, philanthropy allows you to turn values into action. A holistic wealth advisor works with you to identify meaningful ways to integrate giving into your broader financial strategy, balancing tax efficiency with personal impact. We help you create a philanthropic roadmap that aligns your resources with your beliefs—so that your wealth becomes a vehicle for purpose. Done well, this not only benefits the organizations and communities you care about, but also inspires future generations to lead with generosity and intention.