Legacy Planning

Leading a company is the apex of professional achievement. But for many executives, the primary motivation for decades of toil is rooted in deeply personal goals – the wish to ensure the long-term well-being of family and provide meaningful support to the causes they believe in.

To ensure your giving is effective, you will want to begin planning well before retirement. And there is no doubt that concentration of equity-linked compensation makes gifting complicated for many corporate executives. Articulating purpose and understanding the challenges are critical to identifying the strategies that will be most effective for you. Read more.