Legacy Planning

Protection Strategies

  • Trust Structures
  • Financial Risk management
  • Dedicated Resource Strategies

Financial Planning Strategies

  • Financial Support Plan
  • Asset Protection Plan
  • Family and Trustee Training

Family Impact

  • Family Support Plan
  • Financial Impact Analysis
  • Financial Protection Strategies
  • Support Programs


  • Addressing Addiction in the Family Wealth Program
  • Wealth and Addiction Workshops
  • Referrals to Specialists and Access to Resources


  • Clinical Interventionists
  • Case Managers
  • Pre-Intervention Preparation
  • Family Resources


  • Private rehabilitation centers
  • Trained companion to and from rehabilitation center
  • Post rehab case management