governance, giving, and continuity
Even well-built trusts can lose meaning when the next generation is unprepared or unaligned. We have seen how family unity, privacy, and purpose can erode when wealth outpaces leadership.
True legacy is not a distribution. It is a continuation.
We help clients think beyond documents and design the infrastructure their family needs to thrive.
Whether it is:
- Creating a family governance framework to guide shared decisions
- Structuring charitable giving through CRUTs, DAFs, or private foundations
- Setting up successor trustees or investment committees
- Designing trust terms that reward growth and contribution
- Building communication plans for multi-generational alignment
We help you plan not just for wealth transfer, but for leadership, stewardship, and values that outlast you.
Our approach reflects the privacy, tax, and governance priorities of California families managing significant assets and philanthropic commitments.
This is where legacy becomes real.
This is where planning becomes personal.
This is where families stay strong.
Request a Private Legacy Review