We believe that once families are well invested and well planned, there’s a remaining gap that families need their advisors to help them fill. At WMS, we call it family-legacy planning.
Family-legacy advice focuses on helping families be as happy and fulfilled as they can be. To provide that kind of advice, we develop close relationships based on honesty and open communication with the families we serve. We Help Families Be As Fulfilled As They Can Be
We Help Families Be As Fulfilled As They Can BeThrough What We Call Family-Legacy Advice
Note that each client relationship is different; not all services are part of every relationship.
“What’s the best way to transfer my family’s values to the next generation?”
“How do we create a world for our children and grandchildren that has safety nets but no hammocks?”
“What does happiness and success really mean for my family?”
“What positive impact can my family leave on my community and the world?”