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Legacy Planning Services

Your legacy is more than an allocation of assets—it’s an expression of what you’ve achieved.

Maybe you have concerns about the effects of inherited wealth, or you want to ensure your gifts have a meaningful impact. Maybe you have a vision but need guidance on how and when to start. Making your legacy an integral part of your wealth management plan can potentially save your heirs and beneficiaries money, but more importantly, it can ensure you affect the kind of change you truly believe in, for your family and for the world.

Our Legacy Planning Services team includes in-house experts in estate planning, law, and tax strategy. They also work closely with our Strategic Philanthropy team. Together, they will help you identify opportunities, define your impact, and realize your vision. Our client-driven approach will help you design and implement an estate plan—from wills and planned gifts, to donor-advised funds and family foundations—that reflects your unique values and hopes for the future.

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.