Family Portrait

Sherwood Financial Partners is a wealth advisory firm that helps high-net-worth families plan for what their wealth will do beyond their lifetime. Working with you, we employ our proprietary legacy planning  process that helps you visualize, plan, and communicate your values and wishes, ensuring a lasting legacy for future generations.

Family Legacy Planning

Helping Families Plan for What Their Wealth Will Achieve Beyond Their Lifetime

Happy Family

Planning for the future can be a complicated and overwhelming task. It can be a nightmare to navigate the legacy you want to leave and how best to engage your heirs while understanding all the financial implications. To protect your legacy and build a better future for your loved ones, you need more than legal documents in place.

At Sherwood Financial Partners, we go beyond mere documentation to build a legacy plan combining comprehensive estate, investment, insurance, and tax strategies. In this way, we help you gain control, transfer your wealth efficiently, and execute your wishes.

As a wealth advisory firm, we help high-net-worth families like yours plan for what their wealth will achieve beyond their lifetimes. Working with you, we employ our trademarked legacy planning process to visualize, plan, and communicate your values and wishes, helping to ensure a lasting legacy for future generations.

Common Questions

  • Will our family be OK after we’re gone?

  • Can we afford to be charitable with our estate?

  • How does our estate plan work logistically?

  • Does our plan have any tax or investment inefficiencies that should be remedied?

  • Are our assets properly titled and set up correctly for a smooth transfer after we’re gone?

How We Help

You’ve worked hard to build your wealth. We partner with you to help ensure it is responsibly passed down to your heirs.

  • Our team members have personal experience in the transition of wealth and a passion for making sure our clients’ wealth transitions are well executed.

  • We designed our firm for longevity. We will be here to manage your legacy not only for you but for future generations of your family. 

  • We employ advanced financial, investment, and tax planning processes to help you visualize your legacy plan and its impact on your beneficiaries -- both family members and charities. 

  • We have assembled a team with expertise including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Juris Doctor (JD), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), and Certified Private Wealth Advisor® (CPWA®) certifications.

Family Selfie

Services

  • Legacy Financial Planning

  • Estate Planning Analysis

  • Family Legacy Meetings

  • Family Financial Coaching

  • Charitable Giving Strategies

  • Investment Management

  • Values Based Investing Options

  • Asset Transfer Services

  • Tax Planning

Next Steps

Step 1

Schedule an introductory call using the calendar below. We will discuss your situation, concerns, and legacy goals, and share how our team of experts may be able to help you.

Step 2

Meet us online or in person. We will walk through our legacy planning process, share our initial thoughts with you, discuss our fee structure, and answer any questions. If we both decide we are a mutual fit, we will send you a planning agreement and schedule a follow-up meeting to gather your information.

Are We A Good Fit For You?

You want to partner with a financial advisor whose expertise is working with high-net-worth families like yours. We may be a good fit for you if you:

  • Are a wealthy family facing a generational wealth transfer and seeking assistance in visualizing the transition of your assets to family members, charitable organizations, or both.

  • Want a long-term, ongoing relationship with a team of financial advisors and legacy planning experts to help you stay on track with your financial goals while managing your investments at the same time.

  • Have investable assets of more than $3,000,000.

Recent Legacy Planning Articles