Family Legacy

Multigenerational Wealth Management to Support a Lasting Legacy

What is your vision for the future?

Your wealth has helped you and your family live a life you can be proud of. Now it may be time to explore how to methodically create a legacy that can live on for generations to come.

Providing for your family into future generations can be a fantastic legacy. So can supporting the charities and nonprofits whose work you value.

Helping define and create family legacies is one of the most valuable and fulfilling things we do. It requires bringing together a mix of LNW’s capabilities to put in place strategies that align your assets with your values, current needs and hopes for the future:

• Multigenerational wealth planning so you can live life to its fullest and support the people and causes that matter most to you now and in the future;
• Trustee services and estate planning to continue that support way into the future; and
• Investment management to create portfolios truly built to last.

Your life in context

We start by providing you with a detailed and data-driven assessment of where you are now and where you want to go. Our analysis can help you answer key questions with confidence:

• What is the extent and size of my estate?
• What is required to fund my lifestyle now and decades into the future?
• How much can I comfortably give to family and charities and when?

The right tools, in the right way, at the right time

Creating a legacy through your wealth is a path only you can take; it’s a thrilling and humbling undertaking. We provide a roadmap of what would work best for you. In the near term, perhaps it’s gifts to family and charity, a donor advised fund, or a revocable trust. In the future, it might mean a charitable remainder trust, the creation of a family foundation or endowment, or a multi-generational trust.

Portfolios built to last

Investing for the long haul is something we have been doing since 1967, as investment managers for family trusts, foundations and endowments. Longevity comes from being able to consistently deliver results amid a constantly changing global economy. We have the in-house expertise to create and manage portfolios that can support the life you want now and last decades into the future, positively impacting your loved ones and the world around you all along the way.

Trusts to carry out your intent for many generations

Think of trusts as a blueprint for what you want your wealth to do, now and in the future. We can help you explore the use of trusts based on your unique needs, from asset transfer to philanthropy to tax savings, and serve as your trustee or co-trustee. LNW’s integrated services allow us to manage the legal and administrative aspects of your trust, as well as managing the investment of trust assets.

Just as important, we are committed to building relationships with the beneficiaries of your trusts (at their comfort level), providing the financial guidance they need to make the best possible decisions while adhering to the terms and intent of the trust.

Family office support

As your wealth and the generations it supports expands, so does the complexity. LNW can provide extra support via dedicated family office services. These services are tailored to fulfill family members’ unique needs and preferences, while also ensuring the family’s overarching goals are sustained and pursued. Key aspects of LNW family office services include:  

• Integrated planning and coordination with third-party advisors
• Development of family mission, vision and values 
• Tax strategies, estate gift transfer planning and support 
• Philanthropy and legacy planning support 
• Multigenerational wealth planning, next generation education and stewardship 
• Comprehensive and custom reporting for both individual and common family goals, including assets not managed by LNW.