Legacy planning, securing your family’s financial future

At Henderson Rowe, we understand that your wealth is more than just numbers — it’s a legacy you’ve built and want to preserve for future generations. Our legacy planning services are designed to help high net worth individuals and families create comprehensive strategies for efficiently transferring wealth, minimizing tax burdens, and ensuring their values and wishes are carried forward.

Understanding legacy planning

Legacy planning goes beyond basic estate planning. It’s a holistic approach that encompasses wealth transfer strategies, tax optimization, charitable giving, family governance, and business succession planning. Our approach integrates legacy planning with our broader wealth management services, ensuring that your legacy goals align seamlessly with your overall financial strategy.

Henderson Rowe’s approach to legacy planning

Comprehensive wealth transfer strategies

We develop tailored wealth transfer strategies that consider your unique family dynamics and financial situation. Our team works tirelessly to maximize the value of assets passed to your heirs while minimizing estate taxes through strategic planning. We implement trust structures and other legal vehicles for efficient wealth transfer, leveraging our wealth preservation expertise to ensure that your legacy remains intact for generations to come.

Tax-efficient legacy structuring

Minimizing tax liabilities is crucial for preserving your legacy. Our tax planning experts work alongside our legacy planning team to implement sophisticated tax optimization strategies. This includes:

  • Utilizing tax-advantaged gifting techniques
  • Structuring investments for long-term tax efficiency
  • Staying abreast of changing tax laws to ensure your legacy plan remains optimized over time

Philanthropic planning

For many of our clients, leaving a positive impact on society is a key part of their legacy. Our philanthropic planning services help you identify causes aligned with your values and establish charitable trusts or foundations. We implement tax-efficient giving strategies to create a lasting philanthropic legacy, working closely with you to ensure your charitable goals are met while maximizing the impact of your giving.

Family governance and education

Preserving wealth across generations requires more than just financial planning. Our family governance services focus on developing family mission statements and values, creating structures for family decision-making. We provide financial education for younger generations and facilitate family meetings and communication. These services help ensure that your family is prepared to manage and preserve wealth for the long term.

Business succession planning

For business owners, legacy planning often intertwines with business succession. Our team helps you develop comprehensive exit strategies and structure ownership transfers to minimize tax implications. We work on preparing the next generation of leadership and integrate business succession with personal wealth management. Our experts collaborate closely with your legal and tax advisors to ensure a smooth transition that aligns with your legacy goals.

Technology-driven legacy planning

At Henderson Rowe, we leverage cutting-edge technology to enhance our legacy planning services. This includes advanced modeling tools for estate tax projections, secure digital vaults for important documents and information, and scenario planning software to test different legacy strategies. Our technology-driven approach allows for more precise planning and easier updates as circumstances change.

Ongoing legacy management

Legacy planning is an ongoing process that requires regular review and adaptation. Our services include annual reviews of your legacy plan and updates to reflect changes in tax laws or family circumstances. We provide:

  • Coordination with other advisors (legal, tax, etc.)
  • Regular family meetings to ensure alignment with legacy goals
  • Clear, transparent reporting to keep you informed about the status of your legacy plan and any recommended adjustments

Why choose Henderson Rowe for legacy planning?

Selecting Henderson Rowe for your legacy planning needs means partnering with a team that offers institutional-grade resources tailored for high net worth individuals. Our holistic approach integrates legacy planning with overall wealth management, providing customized strategies based on your unique situation and goals.

We combine cutting-edge technology with personal expertise, maintaining a commitment to long-term relationships and multi-generational planning. Our legacy planning services are designed to give you peace of mind, knowing that your wealth will continue to have a positive impact for generations to come.

Secure your legacy with Henderson Rowe

Take the first step in creating a lasting legacy that reflects your values and secures your family’s financial future. Contact Henderson Rowe today to learn how our legacy planning expertise can help you achieve your long-term wealth transfer and philanthropic goals.

Schedule a legacy planning consultation with our expert team and start building your enduring legacy today.

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If you have any questions please contact us.

                   

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