Family Mission & Legacy Planning
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When we think about family wealth and legacy, “wealth transfer” is usually the first thing that comes to mind. How do I maximize wealth transfer to the next generation? How can I minimize taxation using entity structures, insurance, and other special-purpose vehicles?
These tools are useful, but they are just a means to an end. Family mission and legacy planning is about defining what that “end” should be. Namely, it is about clarifying the purpose of your wealth.
In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing ultra-affluent clients, will explore how successful families organize family capital and empower their children. In addition, he will discuss strategic philanthropy and explain how it can unify the family and impact society.
The session will culminate in a framework for developing family mission statements together with your clients.
Jeff Coyle
Founder
Libretto
Jeff Coyle, founder of Libretto and former advisor, has 25+ years of experience managing UHNW clients. Over his career, Jeff founded three boutique advisory firms delivering to UHNW clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.
Originally designed to streamline advice delivery to UHNW clients, Libretto combines personalized planning and portfolio advice with a virtual family office wealth delivery. Our mission is to help you deliver robust solutions that make all your clients feel like they’re worth $100 million.
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