Have you wrestled with the question of how much to leave your heirs?
Our process helps you develop a strategy to prepare your heirs to become great beneficiaries.
Who owns your wealth and how does that impact your planning choices?
Do you have a process to define, align and protect your legacies?
Legacy planning at Ownership Advisors starts from a simple conviction: your legacy is not only what you leave behind — it’s how you live and give while you’re here. The practice integrates values and finance so a family’s wealth serves its deeper purpose across generations.
The firm helps families develop a strategy to prepare heirs to become great beneficiaries — wrestling honestly with questions like “Will your success empower your heirs or enable them?” and how much to leave.
It is Ownership Advisors’ discipline for legacy planning: define your priorities and what your legacy should accomplish, align your family and decision-makers around it, and protect both lifestyles and legacies for generations.
The L3 Process — “Leveraging Legacies for What You Love” — has three steps: Prioritize (family, beliefs, business, and philanthropy), Define (your legacy across past, present, and future, with a process to align, define, and protect it), and Leverage (planning tools, including life insurance, that help eliminate and redirect taxes to safely increase your legacy).
Intentionally. Without a deliberate strategy, your biggest charity might be Uncle Sam. Ownership Advisors helps families redirect taxes toward the people and causes they believe in, so generosity becomes a designed part of the legacy.
As leverage. Properly designed life insurance can help eliminate and redirect taxes, create liquidity, and safely increase what passes to family and philanthropy — the financial engine underneath the values-driven plan.
