Our Core Services
Protect your wealth and create a lasting legacy through our tailored strategies in estate planning and tax planning
Ensure smooth transitions and protect your business’s future through our business succession planning service
Safeguard your assets and shield your wealth from risks through our Asset Protection service
Align your wealth with your values for maximum impact with our Philanthropy Planning.
Prepare your successors with mentoring, training, and family meetings through our next generation engagement service
Ensure assets are properly titled and aligned with your legacy plan through our trust funding service.
Keep your legacy dynamic with ongoing updates, funding, and support. Our Plan Upkeep services ensure your estate plan, trusts, and other structures are regularly reviewed and updated to reflect your family’s needs.
The Legacy Engineering™ Process
Our 4-step process ensures your legacy is impactful, aligned, and evolves with your family’s needs.