Transferring your financial assets from one generation to another raises issues unique to your family and your circumstances, such as legacy definition, estate planning and philanthropic planning.

Creating a vision for the future you'd like to see is the launching point for Wealth Regeneration^SM. By developing a definition of your legacy and then implementing the tools to support that legacy, you can create a culture of Wealth Regeneration for your family.

To support your future vision, we provide services that meet your unique needs including:

• Estate planning to ensure that your wishes are
  carried out.
• Mentoring and educating your family members to be good owners of wealth.
• Philanthropic planning to benefit the issues and causes that are important to you.
• Establishing and administering trusts from a simple irrevocable trust to a more complex, generation skipping trust so that your wealth continues to serve your family's goals for generations to come.
• Serving as your institutional trustee and estate administrator.
• Transferring wealth to your children, your grandchildren or to other family members.

As both wealth managers and trust managers, LNTyee is equipped to discuss the complex challenges and needs of your family, both now and in the future.