This step is the culmination of implementing Your Family Wealth Optimization Program™.
You have optimized your wealth, achieved your lifetime aspirations, and put in place a multi-generational legacy of significance for your family and cherished causes. However, our work is not done.
We continue to meet with you and eventually your heirs every three-to-six months or more often if necessary, to ensure your estate plan and legacy remains on track.
We document any major changes to tax laws and economic circumstances that require us to adjust Your Family Wealth Optimization Program™.