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Legacy Preservation Plan — Stewarded For Generations.
Outsourced family-office coordination for $15M+ households focused on preservation, transfer, philanthropy, and multi-generational stewardship.
When The Wealth Is Built, The Work Changes.
Building wealth and preserving it are different disciplines. The strategies, the structures, and even the questions change once the primary goal becomes keep what we have, transfer it well, and prepare the next generation.
Legacy Preservation Plan is the engagement designed for that stage. It delivers outsourced family-office coordination — investments, tax, estate, trust administration, philanthropy, consolidated reporting, family governance — under one accountable quarterback. The result is the institutional-grade coordination of a single-family office, at a fraction of the cost of building one in-house.
Ideal Client
Legacy Preservation Plan Is Right For You If…
Your family's net worth is $15M+ and the primary goal is now preservation and transfer.
You've experienced a liquidity event — business sale, inheritance, IPO — in the last five years.
You operate a private foundation or significant philanthropy program.
You hold multiple trusts, entities, properties, and accounts across several custodians.
Two or more generations are now involved in financial decisions.
You don't have a single quarterback coordinating all of it.
What's Included
Inside The Preservation Engagement
Coordinated Investment Strategy
Unified investment policy across every entity, account, and trust — including public markets, private equity, real estate, and alternatives. Asset location and tax-aware management built in.
Multi-Generational Estate Architecture
Trust design and administration coordination (dynasty, GST, IDGT, SLAT), lifetime gifting strategy, generation-skipping planning, and ongoing document/funding verification.
Tax Coordination
Year-round entity-level and trust-level tax planning, coordinated with the family's CPA. Roth conversion ladders, charitable structures, state-tax positioning, and lifetime gifting all unified.
Philanthropy Integration
Donor-advised fund strategy, private foundation administration coordination, charitable remainder trusts, and family grantmaking governance.
Consolidated Reporting
Quarterly reporting across every account, entity, trust, and property — the complete family balance sheet, in one place.
Family Governance
Structured family meetings, next-generation education, governance documents, succession planning, and stewardship development across generations.
Expected Outcomes
What Preservation-Stage Coordination Delivers
Multi-generational estate architecture that minimizes transfer tax across generations — not just at first death.
A consolidated balance sheet across every entity, trust, and account.
Trust administration coordinated with institutional and family trustees.
Philanthropy structured to give meaningfully and tax-efficiently across generations.
Next-generation members prepared to inherit as stewards — not recipients.
One quarterback responsible for integration across every professional in the family's life.
Free Guide
The Coordinated Wealth Blueprint
7 costly financial planning mistakes affluent families make — covering tax planning, estate planning, retirement, asset protection, trusts, business succession, and generational wealth transfer.
What This Looks Like
A Typical Preservation Engagement
Situation: A family in Northern Virginia, founder ages 67/65, three adult children and seven grandchildren. $42M net worth following a business sale four years ago. Two existing irrevocable trusts, a private foundation giving ~$400K/year, three commercial properties held in separate LLCs, and four advisors who don't talk to each other.
What we did: Consolidated reporting across all entities for the first time, coordinated trust administration across both irrevocable trusts and added a dynasty trust funded with appreciated stock, restructured the foundation's investment policy and grantmaking calendar, ran a four-year Roth conversion plan saving an estimated $1.4M in lifetime tax, facilitated structured quarterly family meetings, and built a stewardship program for the second generation.
Outcome: Family-office-grade coordination across one engagement, the second generation actively involved as stewards, and a multi-generational architecture in place.
Investment
Investment In Legacy Preservation Plan
Legacy Preservation Plan is priced as a flat annual retainer scaled to family complexity — entities, trusts, properties, generations involved — rather than as a percentage of assets. Fully disclosed in writing before engagement.
For families with integrated investment management, hybrid fee structures are available.
Fee-only engagement. We do not earn commissions on investment recommendations.
Frequently Asked Questions
Common Questions
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
Steward It. Don't Just Hold It.
Schedule a complimentary 30-minute fit call. We'll discuss whether outsourced family-office coordination fits your situation.