Estate & Legacy Planning

One of the rewards of financial success is the ability to share your wealth with your family or fund your charitable inclinations. At Family Dynasty Advisors, our focus is in helping our clients transfer their wealth as smoothly as possible.

Confidence through Planning

Estate planning often leads to a sense of relief and peace of mind. We support our clients throughout their estate planning process with services which include, but is certainly not limited to:

  • Assisting clients in creating net-worth or financial statements
  • Supporting clients when they select an estate planning attorney
  • Discuss the “real world” application of a client’s estate plans
  • Provide investment management services for multi-generational portfolios

Staying on Track

Personal circumstances, along with laws that can impact your estate plan, can and do change over time. As such, we encourage our clients to intermittently review their documents and update their estate planning documents as necessary. Assisting our clients in this regard is just one way we strive to help our clients maintain a lifetime of financial confidence.