A Plan for Generational Wealth that Lasts

Your journey as a first-generation high-earner in the tech industry is not just about wealth accumulation, it’s about creating a lasting legacy.

That’s why, according to James E. Hughes, Jr., the best way to transfer wealth to future generations is to use an approach focused beyond money to the human, intellectual, and social capital of your family.

Indeed, at Franklin Madison Private Wealth, we understand that your estate is more than a collection of assets, it’s a testament to your life’s work and a blueprint for the future you wish to build for your family and community.

And our Legacy & Estate Planning services are crafted to ensure that your eventual wealth transfers align perfectly with your vision, preserving your legacy for generations to come.

Your desire to leave a meaningful legacy is at the heart of our estate and legacy planning process.

We provide comprehensive, customized strategies that reflect your aspirations and values, ensuring your wealth is managed and transferred precisely as you envision.

Here’s how:

• Personalized Estate Planning: Your legacy is unique, and so is our approach. We help create the framework that leads to a bespoke estate plan reflecting your specific wishes, family dynamics, and philanthropic goals.
• Trust and Wealth Transfer Strategies: We offer sophisticated trust solutions and wealth transfer strategies, ensuring your assets are protected and distributed according to your wishes while minimizing tax liabilities.
• Navigating Legal and Tax Complexities: Estate planning is intertwined with complex legal and tax considerations. We’ll help you navigate these nuances, ensuring your plan is both compliant and optimized for tax efficiency.
• Legacy and Philanthropic Planning: Beyond wealth transfer, we’ll help you establish a philanthropic legacy. Whether setting up charitable trusts or donor-advised funds, we align your estate plan with your desire to make a lasting impact.
• Family Wealth Education: A crucial part of legacy planning is preparing the next generation. We offer educational resources and guidance to ensure your family understands and respects the value and responsibility of their inheritance.
• Continual Plan Review and Adaptation: Life is dynamic, and so are your legacy goals. We’ll regularly review and update your estate plan, ensuring it evolves with your changing life circumstances and aspirations.
• Collaborative Approach with Legal Experts: We work in tandem with legal professionals, ensuring every aspect of your estate plan is meticulously crafted and legally sound.
• Securing Your Digital Legacy: In today’s tech-driven world, a digital legacy is as important as a physical one. We provide guidance on managing digital assets, ensuring they are accounted for and protected in your estate plan.
• Transparent Communication and Guidance: We believe in keeping you informed and involved at every step. Our transparent approach ensures you understand and are comfortable with all aspects of your estate planning.