Preserving your legacy requires thoughtful planning and experienced guidance. At Finley Davis, our legacy planning services are designed to help protect your wealth and the values you hold dear for future generations. From estate planning to philanthropic strategies, we help ensure that your legacy—financial and personal—is passed on seamlessly and with lasting impact.
Our comprehensive estate planning services go beyond simple wills and trusts. We take a holistic approach so that your estate plan reflects your personalized goals for wealth transfer, family dynamics, and tax efficiency. With our guidance, we strive to help your estate be distributed according to your wishes.
Preserve more of your wealth with advanced estate tax minimization strategies. We employ a range of proven techniques, including gifting strategies, trust structures, and charitable contributions, to significantly help reduce estate tax liabilities.
Managing trusts and estates can be complex and time-consuming. Our dedicated trust and estate management services help manage your assets efficiently, aligning them with your long-term goals. From trust administration to asset distribution, we provide guidance to help protect and manage your legacy.
Our generational wealth transfer plans are thoughtfully designed to help secure your family’s future. Our strategies address both financial and non-financial assets, helping to pass your wealth and values to future generations effectively. Each plan aims to reduce tax exposure and minimize potential family conflicts, supporting the seamless transfer of wealth and values to future generations.
Maximize your impact with personalized philanthropic strategies designed to make your giving more intentional and meaningful. We integrate charitable giving into your overall legacy plan through donor-advised funds, charitable trusts, and other giving vehicles. With our comprehensive approach, your generous philanthropic vision can be realized in a way that benefits both the causes you care about and your broader financial goals.
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
