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Protect Your Legacy With A Family Foundation.
Generational Planning
Private Family Foundations can protect your legacy and effectively transfer wealth between
generations. They can help unify families, facilitate tax planning, and begin the wealth transfer process.
Planning for Future Generations
Transfer Wealth With a Warm Hand Rather Than Cold Hand
We recommend parents or grandparents transfer a portion of their wealth to their children or grandchildren while they are still living. The benefit to this approach is two-fold:
Gratitude
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The parents or grandparents are able to experience the joy of giving
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The children or grandchildren are able to say thank-you
A Valuable Lesson
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The parents or grandparents are able to observe how the gift is utilized
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The children or grandchildren learn to be a good stewards of the gift, preparing them for future inheritance
“Photography by Paquette”