Build a legacy that spans generations
We guide multi-generational families through The 200 Year Plan which is a holistic stewardship framework aligning wealth, values, trust structures and succession strategy to help preserve your legacy across generations.
Disciplines built for multi-generational growth
We deliver a unified suite of legacy services—calibrated specifically to your family's governance, timeline, and 200-year vision.
Generational governance & strategy
We facilitate family governance meetings and craft legacy vision documents to ensure your core values and wealth purpose endure across future generations.
Retirement & lifetime continuity
Sustain your ideal retirement lifestyle while architecting century-long capital reserves through dynamic cash flow models built for multigenerational stability.
Dynasty trusts & insurance defense
Protect capital using specialized insurance vehicles and enduring trust frameworks that shield family assets from liability, probate, and tax exposure.
Tax & impact philanthropy
Mitigate multi-generational tax exposure while directing purposeful charitable giving to maximize your family's societal impact and estate efficiency.
200-year portfolio strategy
We structure dynamic investment portfolios designed for inflation resilience, downside protection and long-term compounding over multiple lifetimes.
Dedicated stewards supporting your family's 200-year plan.
Our fiduciary advisors combine specialized credentials with a multi-generational commitment to your family. Hover to explore.
We built The 200 Year Plan on a single core belief: true wealth management must extend beyond market cycles to protect your family’s values across centuries.
Backed by over two decades of advisory practice and advanced credentials—including CFP®, CPWA®, CTFA, CLU®, CEP®, and AEP®—our firm provides fiduciary clarity across generations. We believe wealth planning requires far more than short-term asset allocation; it demands structural estate design, tax optimization, and family governance built for a 200-year horizon.
We act as lifelong multi-generational stewards for every family we partner with. By unifying trust strategy, capital management, and legacy education, we ensure every strategic decision made today is designed to help support your family foundation for the next two centuries.
Where will your family legacy be in 2126?
Begin with a private consultation. We partner with families to align capital with long-term vision—building the governance and structure required for 200 years of impact.