We work alongside your estate attorney to align investment strategy, beneficiary designations, titling, and legacy goals — so the plan holds.
Most families with means have a will and maybe a trust — drafted once, signed, and filed away. But documents drift out of sync with the life they were meant to protect.
Beneficiary designations contradict the trust. Account titling undoes the estate plan. The investment strategy was never coordinated with the legacy goals at all.
We're not your estate attorney — we're the one making sure their excellent documents are actually backed by how your assets are titled, invested, and designated. The gap between the document and the reality is where plans fail.
David Calhoun retired from federal law enforcement at 52 with more saved than most people have at 65. His question was “are we set up correctly?” — but what he actually said, almost apologizing for bringing it up, was: “I need to make sure they’re okay. After.” His wife is ten years younger. His daughter is seven. Which means his estate plan isn’t a document about his death — it’s the architecture his family lives inside for thirty years without him: which accounts his wife draws first, at what tax cost, with what protections around a child who’ll be a minor for another decade. We built the financial plan and the estate plan as one document. For a family like his, they are one.
That’s David’s story. Read the case →
Catching the contradictions — the ex-spouse still on the IRA, the account that bypasses the trust — before they become a crisis.
Making sure how wealth is invested actually serves how it's meant to transfer.
Structuring wealth to pass intentionally — with tax efficiency and the values you want it to carry.
The step most plans skip: actually moving assets into the structures your attorney created.
DAFs, charitable trusts, and gifting strategies coordinated with your tax and investment plan.
A short readiness assessment covering documents, beneficiaries, titling, and funding — the gaps that quietly undo even well-drafted plans. See your results and have them emailed.
Start the AssessmentNo email required — your results appear on screen instantly. You can have the full breakdown emailed after.
Every complex financial situation arrives disguised as a simple question.
Five real cases — a retired couple, a federal executive, a young inheritor, an early retiree, two physicians — each beginning with a simple question and going underneath it, layer by layer. Free to read, in full. No email required.
Read the Playbook →Start with a conversation. Thirty minutes, no obligation, no pitch — just an honest look at where you are and where you want to go.
Schedule a ConversationIndependent · Fiduciary · Serving business owners and families nationwide from Chicago, IL
6 questions · about 2 minutes · instant result, no signup