when family legacy meets family harmony.
Ultra-high net worth families face unique challenges.
There are multiple generations involved, preserving a unified vision and seeking to maximize impact over the course of decades and beyond.
Core Planning assists families in all aspects of investment management, risk management, tax and estate coordination.
We address these issues by aligning multiple generations with deeply open communication around family values and priorities.
what to expect.
Creation and implementation of a customized Estate Management Policy (EMP) that serves as a road map to help you achieve your financial, philanthropic, and legacy objectives.
Creation and implementation of long-term investment strategies.
Close coordination among the family’s existing tax and legal counsel.
Ongoing education and communication with family members across the generations.
