Most wealth strategies plan for decades; we plan across centuries. Discover why true legacy requires going beyond asset management to safeguard your family values for years.
We built The 200 Year Plan on a core conviction: wealth without governance disappears, but purpose-driven stewardship preserves legacy across generations.
Our founders recognized a critical flaw in traditional wealth management: standard plans focus narrowly on short-term market cycles and retirement horizons. They fail to address the long-term structural threats that cause family legacies to erode over multiple generations—tax friction, lack of governance, and poor preparation.
The 200 Year Plan is our answer to that generational challenge. By unifying advanced trust design, proactive tax strategy, dynamic capital preservation, and family stewardship, we ensure that your hard-earned wealth serves a lasting purpose—giving your future heirs the clarity, tools, and values needed to protect your legacy for two centuries.
Every decision we make for our clients is grounded in four convictions that have guided our practice since our founding.
Wealth planning is not a transaction — it is a conversation that deepens over time. We follow a structured approach to ensure every decision is grounded in your values.
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.