Guidance for Business, Wealth, and Multi-Generational Planning

For over three generations, our team of family wealth advisors have been working alongside families and business owners to bring clarity to complex decisions. Through perspective, coordination, and professional guidance, we help ensure that what you build today will carry forward into the future.

Arrow
Get Started
Mask group - 2025-05-30T181816.771
Who We Are

Where Integrated Wealth Planning Meets Family Legacy

Legacy & Succession is a wealth advisory firm existing to help families and business owners turn your vision into reality. Our multi-generational financial planning sits at the intersection of financial strategy, leadership responsibility, and long-term continuity. Rather than pushing products or predefined solutions, we serve as your personal guide, helping to bring structure to complex conversations, coordinating your team of professional advisors, and ensuring decisions reflect both present realities and future intent. The result is not a plan on paper, but a clear direction that holds its course over time.

Arrow
Learn More
Our Services

How We Help
Business Owners and Families
Grow and Steward
What They've Built

Legacy Planning

Family Retreat Gatherings
Legacy Investment Strategies
Philanthropic Governance
Family Governance
Family Constitution
Family Bank
Generational Wealth Management

Succession Planning

Business Relationship Agreement
Risk Reduction
Buy-Sell Funding
Next Generation Leadership & Development
Inter-Family Succession
Management Buy-Out Planning
Exit Planning
Liquidity Tax Strategy
Key Employee Development & Retention
Value Acceleration
ESOP Strategies

Advanced Planning

Philanthropic Tax Strategy
Advanced Estate Planning
Advanced Tax Strategy
Investment Management
Life Insurance Placement
Tax Minimization & Compliance
Financial Planning
Estate Planning

Family Office

Personal CFO
Outsourced Family Office
Family Office & Business Governance
Philanthropic Advisor

Why Choose Us?

Embedded With Families

We operate as an extension of the entrepreneur’s inner circle. By embedding ourselves into the rhythm of the family and business, we build trust, strengthen relationships, and support decisions that protect both the family and what they are building.

Advanced Strategy With Purpose

We bring advanced tax and planning strategies into a broader legacy framework. Acting as financial strategists and sounding boards, we help entrepreneurs and families navigate complex decisions with clarity so wealth serves long-term vision, not short-term outcomes.

Excellence Through Partnership

We function as fully aligned members of the owner’s team, holding a high standard of excellence in every detail. As trusted partners, we walk with businesses and families through leadership transitions, helping them make clear decisions and follow through during pivotal moments.

Protecting the Bigger Picture

We see the whole picture, from cash flow to calling. By bringing uncommon care and uncommon clarity, we help families and businesses make complex decisions feel personal and purposeful while building wealth that outlasts the founder.

Arrow
EXPLORE NOW

Our Partners

We work alongside established partners who share our commitment
to long-term thinking, integrity, and continuity.

Success Stories

Over the years, we’ve helped families and business owners work through opportunities and challenges. These success stories reflect the industry insight and creative expertise of our team.

Building Builders: Opportunity Over Entitlement

A blended family transformed inherited wealth into a disciplined Family Bank that prioritized opportunity, accountability, and entrepreneurship over entitlement. This resulted in a thriving next generation business, stronger family unity, and a legacy built to scale across generations.

View More
Arrow

A Purpose-Driven Exit

A business owner navigated multiple exit paths before choosing a successor-led buyout that aligned with his personal goals, financial security, and legacy priorities. With structured high net worth financial planning and outside capital support, he exited confidently while empowering key employees to carry the business forward.

View More
Arrow

From Complexity to Clarity

A multi-entity entrepreneur was navigating estate complexity, liquidity exposure, and future tax concerns without a coordinated plan. By developing an estate blueprint supported by valuation analysis and restructuring, he brought order to ownership decisions and positioned his legacy for long-term continuity.

View More
Arrow

Building a Family Bank

A multi-vertical family enterprise sought greater control over its future while preparing the next generation to lead. By restructuring cash flow and establishing a family office framework, they began building a $100 million internal bank designed to support growth and long-term stewardship.

View More
Arrow

Business Owner Lifecycle

See where we can meet you on your journey.

Grow

This phase is defined by expansion. Owners are building, acquiring, and reinvesting, often with leverage, outside capital, or strategic debt, while laying the groundwork for future leadership and long-term structure.

Extract

As growth slows or priorities shift, owners begin pulling value out of the business. This may involve distributing cash flow over time or preparing for a planned transition through a sale, internal transfer, or liquidity event.

Preserve

This final part of the business owner lifecycle is about stewarding wealth once growth and liquidity are behind you. This stage prioritizes tax awareness, long-term oversight, and structures that support family alignment over time.

We’d Love to Hear From You

If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

Call us at: (405) 612-2294

Let’s - Talk
About us

Legacy & Succession partners with entrepreneurs and families to clarify vision, design custom legacy solutions, and guide decisions that create lasting multi generational impact. For three generations, our work has focused on strengthening families, preserving purpose, and helping what they build endure.

Arrow
Get Started
Navigation
HomeAboutCase StudiesContact
Contact Us
(405) 612-2294
info@legacysuccession.com
Legacy Planning
Family Retreat Gatherings
Legacy Investment Strategies
Philanthropic Governance
Family Governance
Family Constitution
Family Bank
Generational Wealth Management
Advanced Planning
Philanthropic Tax Strategy
Advanced Estate Planning
Advanced Tax Strategy
Investment Management
Life Insurance Placement
Tax Minimization & Compliance
Financial Planning
Estate Planning
Succession Planning
Business Relationship Agreement
Risk Reduction
Buy-Sell Funding
Next Generation Leadership & Development
Inter-Family Succession
Management Buy-Out Planning
Exit Planning
Liquidity Tax Strategy
Key Employee Development & Retention
Value Acceleration
ESOP Strategies
Family Office
Personal CFO
Outsourced Family Office
Family Office & Business Governance
Philanthropic Advisor
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Advisory services offered through Legacy & Succession, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Legacy & Succession is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # #801-135134. Legacy & Succession does not offer or provide legal advice. Please consult your attorney for such services.
Copyright © [year] Legacy & Succession
Designed by
Sitemap
  |  
Privacy Policy
  |  
Terms & Conditions
  |  
Client Relationship Summary