Legacy Planning

Perennial Financial Services was built from the very beginning with our clients' and their families in mind. In this way we resonate deeply with the desires of many of our clients to see their next generation be equipped to prosper.

Warren Buffet once famously said that a perfect amount to leave children is "enough money so that they would feel they could do anything, but not so much they could do nothing." The end goal is unique to every individual and family, but the real challenge is knowing where to begin and what variables or risks you need to consider.

Whether you want to give assets to your beneficiaries now while you're still alive or a later date after you're gone, we'll help you think through the best way to accomplish your goals in a tax-efficient manner.

We understand that not every family will choose to include their children or grandchildren in their finances. However, we have built within our wealth management service model the capacity for you to include and equip your next generation beneficiaries in a way that aligns with your preferences and values.

Knowledge is the key to bridging the gap from generation to generation. Whether it's bringing a child or grandchild in during a financial review or helping them learn the value of investing by providing them limited access to their custodial accounts, our next generation wealth management platform can help you facilitate wise financial stewardship to your heirs while you're still alive and prepare them for what’s to come.