Your Legacy Continues.

The Legacy Roadmap was developed by a team with more than a century of experience working with successful individuals and families to define and implement philanthropic strategies to create unimagined impact and bring unmatched fulfillment.

The Legacy Roadmap was created for anyone who has lived a life of purpose and wants that purpose to extend well beyond their lifetime. 

• It defines the parameters for how your philanthropic funds are to be directed after your passing.

• It can be as simple as a document capturing the values that guide your giving.

• It can be as detailed as a legal framework outlining recipients, organizations, and causes. 

Think of it as a healthcare directive, but for the health of your philanthropic legacy.