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Family Legacy Planning

Wealth and Family Legacy

Investment, legal or tax strategies do not themselves guarantee a wise and meaningful transfer of your wealth, values and hopes for the future of your family. Successful family wealth and legacy transfer requires effective communication, deliberative planning, healthy family relationships, education and trust among the generations. 


Families who succeed at transitioning wealth from generation to generation adhere to 3 core legacy values:

  1. Integrated Planning: This is a collaborative effort that requires open communication with your family, financial advisors, tax and legal professionals. Working together, families define their values, provide financially for future generations and fund their philanthropic goals.
  2. Evolution of a Family Wealth Culture: These are the shared values, goals, principles and behavior that characterize one’s family. This requires honest and caring communication and decision-making in order to advance your legacy goals through meaningful participation and investments.
  3. Develop a Rising Generation: Younger generations, especially those to whom wealth has been given, must learn to distinguish between money and investment, both personal and societal. Successive generations must become educated and understand how thoughtful spending, investing and charitable giving promote individual maturity as well as having a sense of purpose and meaningfulness in life. This is your Family Legacy.

Family Legacy planning requires a commitment to meet as a family on a regular basis, both formally and in-formally, and having family events to celebrate family legacy achievements. Equally important is the establishment of a Family Legacy governance structure that may include a family advisory board, trust funds, competency training and a family bank for those investments aligned with family legacy goals.

Call us at 732-888-4994 to schedule a complimentary discovery consultation.

“Movements of the soul are made known by movements of the body.”

Alberti, Mentor of Leonardo da Vinci