Generational Wealth Transfer & Legacy Planning

OUR SERVICESGenerational Wealth Transfer & Legacy Planning

For many families, the purpose of your wealth is closely tied to your vision of your family’s legacy, but questions of risk, longevity, and attrition create uncertainty and concern. Each family’s needs are unique. We encourage collaboration from future generations coming to the table so that all members are active stewards of their family’s wealth. We have found that this process helps answer these questions and, ultimately, solidifies your family legacy.

GENERATIONAL WEALTH TRANSFER AND LEGACY PLANNINGWhat Does Your Family Legacy Look Like?

Our Wealth Transfer and Legacy Planning Can Include:

Facilitating family meetings to discuss family priorities, wealth transfer, and legacy goals
Next generation education and succession planning
Trusts, insurance, and sophisticated wealth transfer strategies
Charitable giving plans with integrated tax strategies

Generational Wealth Transfer and Legacy Planning

Our clients expect direct communication and honest conversation. We serve as a central coordinator of a family office network of advisors, regularly offering new ideas as we help manage your financial life.

Brooke V. May, CFP®

Managing Partner

CONTACT EVANS MAY WEALTHREADY TO START A CONVERSATION?

Every individual’s financial situation is distinct. Reach out to start creating a tailored plan that aligns with your goals.