Estate Planning and Legacy Design

Planning your legacy is something many people fail to accomplish as they are too busy creating their legacy. In fact, only ten percent of family wealth lasts beyond the third generation. Our Family Wealth Stewardship process allows clients to step back and see the big picture, focusing on their estate planning and how to minimize estate taxes while maintaining family harmony, and ultimately, planning and creating a legacy for multiple generations.

90% of family assets are spent or lost by the 3rd generation

Bellevue Estate Planning Graph

More than 90 percent of families with legacy wealth follow a path that leads to the eventual loss of their assets and the damage to their family harmony.* Imagine if you were able to pass along, not only your material wealth, but also your values and wealth-building skills. And, imagine what contributions to family and community might three generations, empowered with those skills and attributes, be able to make?

Sullivan, M. (2013, March 8). Lost Inheritance. The Wall Street Journal.

Family Wealth Stewardship Process

Bellevue Family Wealth Stewardship Process

The Hierarchy of Family Wealth Stewardship

Bellevue - The Hierarchy of Family Wealth Stewardship - Pyramid Graphic
Why Family Wealth Stewardship

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Legacy of Values

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Family Governance

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Family Legacy and Leadership

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