Service Category

Planning for Complex Decisions

As families and businesses grow, decisions and high-net worth planning become more interconnected. Advanced Planning exists to bring structure, coordination, and foresight to moments where complexity increases, and long-term consequences matter more than short-term outcomes.

About Advanced Planning

Advanced Planning becomes necessary when financial, tax, estate, and investment considerations can no longer be addressed in isolation. As wealth grows and circumstances evolve, decisions made in one area begin to affect every other part of a family or business system.

At this stage, advanced planning strategies are less about individual strategies and more about alignment. Tax considerations influence estate decisions. The investment structure affects both liquidity and long-term flexibility. Philanthropic goals intersect with governance, compliance, and family intent. Without coordination, even well-intended plans can create friction or unintended consequences.

Our role in Advanced Planning is to bring perspective across these moving parts. We work alongside existing advisors, helping ensure decisions are informed, connected, and made with a clear understanding of how today’s choices shape future outcomes.

At Legacy & Succession, our team’s approach to wealth preservation planning is designed for families and business owners who recognize that advanced planning strategies are no longer an occasional occurrence; they’re ongoing. Our Advanced Planning provides a framework for navigating that complexity with clarity, discipline, and long-range thinking.

Our Services

How We Help
Business Owners and Families
Protect and Promote
What They've Built

Advanced Tax Strategy

Investment Management

Life Insurance Placement

Financial Planning

Advanced Estate Planning

Philanthropic Tax Strategy

Estate Planning

Tax Minimization & Compliance

FAQ

Common questions from our clients

Who typically needs Advanced Planning?

Advanced Planning is often appropriate for families and business owners whose financial lives have grown more complex over time. This can include multiple entities, significant assets, evolving tax exposure, or overlapping personal and business considerations that require coordinated decision-making.

How is Advanced Planning different from basic planning?

Basic planning focuses on individual needs or milestones. Advanced Planning examines how multiple decisions interact over time. It emphasizes coordination across tax, estate, investment, and governance considerations rather than addressing each area separately.

Do you replace my existing advisors?

No. Advanced Planning is designed to complement existing advisory relationships. Our role is to help align advanced planning strategies across disciplines, ensuring they work together rather than in conflict, while respecting the expertise of each professional involved.

When should I begin Advanced Planning?

Advanced Planning often begins when decisions start carrying multi-generational or long-term consequences. This can occur after a liquidity event, business growth, increased tax complexity, or when families want greater clarity around future structure and intent.

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