Estate/Legacy Planning

Estate planning for high-net-worth families is a very personal and complex topic for many; it’s never easy to think about your own mortality. Yet estate and legacy planning is a critical part of the wealth management process.

Fortunately, there are many tools available for high net worth families to use when creating strategies for passing down wealth, such as sophisticated trusts, charitable giving strategies that minimize taxes, and insurance products that can help preserve your legacy for future generations.

The Zandbergen Group can work with you to transition management and ownership of family businesses, communicate philanthropic goals, and pass down family values to generations to come.