We help you turn your life’s work into a lasting foundation for the people and causes you care about most. Our process goes beyond dividing assets—it creates structure, minimizes tax, and preserves harmony.
Through thoughtful estate planning for business owners and high-net-worth individuals, we ensure your wealth transitions efficiently, securely, and meaningfully.
Building the plan behind the promise
Estate planning for small business owners and professionals often involves complex layers—corporate shares, real estate, family trusts, or cross-generational ownership. We specialize in simplifying that complexity. By aligning corporate and personal strategies, we reduce tax burdens, streamline transitions, and protect business continuity. Whether it’s a farm, a family enterprise, or a professional corporation, our estate planning strategies for high-net-worth families ensure every asset serves a clear purpose and remains in trusted hands.
Real dollars, real impact
Our clients see visible results. By structuring corporations, optimizing taxes, and aligning estates, we often uncover tens of thousands in measurable savings. These efficiencies—through the Lifetime Capital Gains Exemption, trust creation, and insurance-based planning—directly enhance net worth and preserve more for the next generation. It’s a practical, results-driven approach to estate planning that adds tangible value.
Tax-efficient wealth transfer
Taxes can quietly erode even the best-built estates. We use strategic tools like family trusts, corporate reorganizations, and charitable giving structures to preserve more of your wealth. Our estate planning for business owners integrates capital gains strategies, succession planning, and liquidity solutions so your assets transition seamlessly. From managing probate exposure to reducing tax liability, every strategy is designed to ensure your estate remains intact and accessible to those you choose.
Life insurance as a legacy tool
Life insurance plays a powerful role in estate planning for high-net-worth individuals. Beyond providing financial security, it offers a tax-free transfer of wealth and liquidity for settling taxes or equalizing inheritances. Whether funding a buy-sell agreement, securing your family’s lifestyle, or sustaining a charitable legacy, properly structured life insurance can protect and amplify the value of your estate.
Preparing the next generation
Wealth transfer is about more than assets—it’s about values, stewardship, and continuity. We help families engage in open conversations around inheritance, guiding future generations to manage wealth responsibly. For business owners, we coordinate ownership transitions that preserve both family harmony and enterprise strength.
Philanthropy and legacy
Many clients wish to leave more than money. Our estate planning strategies for high-net-worth families often include donor-advised funds, charitable foundations, or gifting programs that reflect your values while reducing taxes. These structures transform generosity into a sustainable legacy that continues to create impact.
Coordinated expertise
Estate planning requires precision and collaboration. Our team works hand in hand with accountants, lawyers, and insurance specialists to ensure every detail is aligned. With CERTIFIED FINANCIAL PLANNER® professionals on the team, Leavitt Group Private Wealth Management offers depth of expertise that turns complexity into confidence.