Family Wealth Preservation
Building a Legacy Beyond the Business Sale
The Challenge
After selling a business, structuring newfound wealth to sustain financial independence while supporting long-term family and philanthropic goals requires a clear strategy. Without intentional planning, business owners risk inefficiencies in asset allocation, tax exposure, and uncertainty in balancing personal security with legacy aspirations. A well-structured plan ensures financial confidence and a meaningful impact for future generations.
Our Approach
- Clarify lifestyle goals to determine the wealth needed for financial independence.
- Implement the Tranches of Income approach to structure a portfolio securing lifetime needs.
- Allocate excess wealth toward legacy planning for family and charitable giving.
- Open a Donor Advised Fund to maximize tax efficiency through gifting appreciated assets.
- Facilitate annual family meetings to engage the next generation in philanthropy.
The Strategic Outcome: Financial Confidence with Purposeful Giving
With a structured wealth plan in place, financial independence is secured, and remaining assets are strategically allocated toward legacy and philanthropy. Through tax-efficient giving strategies and meaningful family engagement, long-term financial confidence is achieved while creating a lasting impact for future generations.