Amy and Mark felt they had more wealth than they would likely spend in their lifetimes.
While they intended for their children (in their 30’s and 40’s) to eventually receive their money and estate, they wanted to ensure that the children had strong financial discipline, were fiscally responsible and could preserve and grow those assets for themselves and future generations.
Amy and Mark sought a team that would help them instill their financial values across the family. They wanted a team that was readily familiar with family limited partnerships, could lead family meetings and could help them decide when the timing was right to begin transferring their wealth in a tax-efficient manner. In short, they were looking for a partner to help them instill a legacy of good financial stewardship of their family’s wealth.