High Net Worth Families

Our Clients

Legacy Now

Wealth is more than numbers on a statement, it is the ability to spend more time with people and places you love. Our approach focuses on each family’s individual story and goals.

What are the things you care about most?

• Maintaining your family’s standard of living throughout your lifetime?
• Providing for future generations?
• Making a difference through philanthropic efforts?

We advise you on how to manage your wealth while helping you understand and control your risk so you can pursue what’s most important to you.

Setting the Stage

We sit down with you to get a detailed picture of your financial needs and circumstances – including how you envision your retirement – so we can custom tailor a financial plan that identifies and prioritizes your objectives, defines your budget and manages your balance sheet’s assets, liabilities and equity.

You never want to put your assets at undue risk. To protect you and your loved ones, we conduct a thorough review of all your insurance policies to determine if you are adequately protected.

We also review and update your current trust structure. If you don’t have a trust, we can help you set one up with options to transfer wealth to family members, charities or institutions smoothly and tax efficiently.

We help you determine what proportion of your assets can be donated to charitable causes without jeopardizing your lifestyle and that of the next generation. We propose different philanthropic vehicles such as donor-advised funds, private family foundations or charitable trusts, outlining the pros and cons of each. We help you select worthy organizations and advise on the timing of your contributions.