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.
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.
How We Help
Business Owners and Families
Grow and Steward
What They've Built
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.
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.
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.
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.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. Not all clients were solicited to provide all testimonials. No client or potential client should assume that any information presented or made available in this video 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. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Business Owner Lifecycle
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.
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.
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.
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
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