Succession Planning
Make sure that your business or businesses are in the right hands, and that you have the control — or freedom — that you want.
Family Legacy Planning
Safeguard what matters most.
Family Legacy Planning Starts Today
You’ve worked hard. We’ll work just as hard to protect what you’ve accomplished.
Family legacy planning shouldn’t wait until you are ready to retire. The investments and decisions you make throughout your life all go into a successful legacy.
At Zuckerman, we work with you at every step of your life. Why? To build a sustainable future that is the foundation of your legacy.
Let’s talk about what you’ve already accomplished. Let’s talk about what you’re going to do next.
How To Plan Your Legacy
Family legacy planning means taking stock of what is most important to you. It means taking control over what happens next. It means ensuring that what you’ve worked for lives beyond your work.
At Zuckerman, we look at your work, your life, and your future. We help you plan a legacy that reflects your commitment.
Philanthropy
There are many philanthropic platforms and products. What will work best for you today, tomorrow, and even for generations to come?
Estate and Wealth Transfer
Decide the structure of your estate plan and begin conversations with the next generation about how to preserve and grow your life’s work.
First-Hand Experience With Family Legacy and Wealth Transfer
Work with a team that has extensive first-hand knowledge about many of the important issues and decisions that arise during this process.
Most families that we counsel have similar goals, providing for children, grandchildren, and philanthropic causes while minimizing estate taxes — but everyone has unique timeframes and goals.
Our team understands your concerns and facilitates a plan to meet your unique needs.
Experience, Empathy, and Education
How We Help You Bridge the Generations
One of the most challenging parts of family legacy planning is aligning the different generations to make sure that your wealth supports them — and that they support the work you have done. With extensive experience and first-hand knowledge, we’re a team that serves as a connection between your family members.
At the appropriate time, we facilitate a bridge conversation between generations and set the wealth transfer process in motion. We also provide extensive financial training.
- Next Gen Education
- Governance
- Financial Literacy
- Family Learning
Seamless Service Across Your Life
Every part of your financial life impacts the other parts. Keeping them connected improves your outcome. We’re a team that’s on your side at every step.
Work With a Team That Wants To Earn Your Trust
No minimums. No demand to see everything you own. We want to earn your trust and earn your business. We know we’ll show you why our strategy works best for your life.