Studies show that as we enter the later decades of life two questions become increasingly absorbing to nearly everyone.
Looking back, we will ask ourselves, what did my accomplishments mean? And looking forward, we will want to know, what legacy will live beyond me? Only you can answer the first question. Our firm can help you with the second.
What can the legacy of success achieve?
You can help establish the foundation of your family's financial future.
You can help preserve the value of your family capital for future generations.
You can potentially share your prosperity with the larger community for the common good.
Everyone has an estate plan - but how effectively does it:
Assure your multigenerational assets reach the right people, at the right time, and in the right manner
Integrate your family values and personal philosophies with financial, legal, and tax strategies
Increase the long term value and control of family and business assets
Support your deepest beliefs about sharing success with others
Let's discuss your goals and your decisions and help expand your opportunities to:
Minimize tax erosion on multigenerational wealth
Manage your family legacy
Establish your charitable legacy
Fund your retirement income or your second career
Support higher education for children and grandchildren
Prepare for future medical and long term care costs
Protect against business contingencies
Establish financial independence apart from your business or career
Execute planned business ownership transitions
Recognizing the sophistication of our client base, financial institutions welcome our client advocacy in product development, design, underwriting, and administration services to support your wealth transfer plan. They also meet our high standards with dedicated resources and responsive systems to make sure every element of your plan is regularly monitored, measured, and modified to take control of change.
Neither Kestra IS nor Kestra AS provide tax or legal advice.
Do You Have a Question?
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities offered through Kestra Investment Services, LLC (Kestra IS),member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Arjay Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with The Arjay Group or PartnersFinancial.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.