Six Services Done Uncommonly Well

Wealth Transfer

Wealth Transfer

You can't take it with you--unfortunately that much is true.

So how do you make sure the wealth you worked so hard to acquire ends up going where you want it to go for generations to come? You talk to us. It's as simple as that.

Your Family's Mission and Values are at the Core

The way we see it, it's not all about money. We want to consider your family heritage, help you define your values, and work with you to devise a plan to pass those values, along with your wealth, to the next generation. Ask yourself the following questions:

  • What is most important to me in my life?
  • What do I stand for and believe in?
  • What truly matters to me?
  • How do I want to be remembered?
  • What is my life legacy and how do I want it to be celebrated?

Any planning must reflect these goals and we can ensure that your plans are guided by them--once we help you define the goals themselves.

 

Services

Cornerstone Services

UNCOMMON WEALTH REQUIRES UNCOMMON VIGILANCE.