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LEGACY BUILDING

How do you define “legacy”?

We believe great legacies are lived, not left. Your legacy starts today, and we help you intentionally build a legacy that connects your money with your purpose.

Free Guide

HOW TO INVEST IN A
FULL INHERITANCE

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COORDINATED TRUST AND ESTATE PLANNING

Every individual and professional has a distinct lens through which they view and interpret the world around them.

In order to build towards a legacy aligned with your values, it takes a team of like-minded advisors who understand and can help you get there. We coordinate communication between our clients’ team of advisors to ensure their families’ goals and objectives are included in the tax, legal, and financial structures designed on their behalf.

ASSURANCE CALL

The unexpected is often unexpected. As your family’s advisor, we will be there to help loved ones navigate the financial blessings, and complexities, they face when you are gone.

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PHILANTHROPIC GUIDANCE

One of our greatest joys is getting to come alongside clients in helping them maximize their generosity

There are many ways we do this: From helping clients leverage tax benefits associated with giving portions of their business, real estate, or other forms of illiquid assets, to helping them organize their giving through the use of donor-advised funds.

 

In 2020, we had the privilege of helping our clients give of over $100mm to the causes that make them come alive and provide solutions to the injustices that break their heart.

Free Download

STRATEGIC GIVING: HOW TO
MAXIMIZE YOUR IMPACT

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What are you doing today to start building your legacy?

We’d love to join you in maximizing the purpose you have for your wealth.

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