Legacy Planning

Everyone defines their legacy in different ways. We work with clients to understand, shape, and preserve their definition of legacy for future generations.

Legacy planning goes beyond traditional estate planning. It is more nuanced and complex, involving individuals working with their families, advisors, and organizations they care about to define their legacy goals and implement them both during their lifetime and after their death.

Legacy planning is not one-and-done. It is a guiding principle that brings families together around shared values. It is a very personal process. Working with our team of philanthropic advisors, estate and tax planning professionals, and other advisors, we help individuals and families define their vision and develop a framework to achieve it. We then work to ensure those plans are implemented to help steward our client’s legacy vision appropriately in the future.

Whether you are new to giving or engaged with a multigenerational foundation, we can help you explore options for giving while living, bequests, future focus for next-generation giving, and more. We will work with you to explore issues that motivate you, identify and vet organizations, and implement lifetime and estate giving vehicles. If desired, we can help you maintain your privacy or share your story.