Family wealth advisor dedicated to protecting your legacy
FAMILY WEALTH

Protect What Matters Most

Whether you are planning your estate, structuring a wealth transfer, or building a legacy for generations — you deserve an advisor who combines deep financial expertise with genuine care for your family.

Schedule a Complimentary Consultation
0 Family Wealth Plans
0 Client Retention Rate
0 Generations Served
0 Fiduciary Always
Family wealth advisor meeting with multi-generational clients
OUR APPROACH

Your family. Your legacy. Our priority.

We understand that behind every family wealth plan is a real family navigating some of life's most important decisions. We take the time to understand your values, your goals across generations, and the legacy you want to leave behind.

Our approach combines rigorous financial planning with thoughtful, family-centered communication. We work closely with your estate attorneys and tax professionals to ensure every element of your plan is coordinated and optimized.

We coordinate with estate attorneys to design trust structures, beneficiary designations, and asset titling strategies that protect your wealth, minimize estate taxes, and ensure your wishes are carried out precisely.

From annual gifting programs to grantor retained annuity trusts and family limited partnerships, we help you transfer wealth to the next generation in the most tax-efficient manner possible — while maintaining the control you need.

We help families establish governance frameworks — including family meetings, investment policy statements, and succession plans — that align values across generations and prepare heirs for the responsibility of wealth.

We design tax-efficient charitable strategies — including donor-advised funds, charitable remainder trusts, and private foundations — that amplify your impact while providing meaningful tax benefits to your family.

We help families navigate the financial dimensions of marriage — structuring pre-nuptial agreements, protecting inherited assets, and ensuring both parties enter the union with clarity and confidence.

From 529 plans to custodial accounts and education trusts, we build strategies that fund your children's and grandchildren's education while minimizing gift tax implications and preserving financial aid eligibility.

“Planning our family's wealth transfer felt overwhelming until we found Harrington & Co. Our advisor explained every option clearly, coordinated with our estate attorney, and built a plan that protects our children and grandchildren for generations.”

Amanda R.
Amanda R. Estate & Wealth Transfer Client

“The family governance process they guided us through was transformative. Our children now understand the responsibility that comes with wealth, and we have a clear succession plan in place.”

Marcus T. Family Governance Client

How We Can Help

Our family wealth advisors bring decades of experience in estate planning, wealth transfer, and multi-generational financial strategy. During your complimentary consultation, we will listen to your situation, explain your options, and outline a strategy tailored to your family's goals.

Schedule Your Confidential Consultation

Everything you share is protected by strict confidentiality. Your privacy is our priority.
COMMON QUESTIONS

Answers to your family wealth questions

The ideal time to begin is as soon as you have meaningful assets to protect. However, key life events — a growing family, a business sale, an inheritance, or approaching retirement — make planning especially critical. The sooner a structure is in place, the more tax-efficient and effective your wealth transfer can be.

Through our family governance process, we facilitate structured family meetings, create investment education programs for heirs, and establish clear expectations around wealth stewardship. Our goal is to ensure the next generation is prepared — not just financially, but in terms of values and responsibility.

Absolutely. We believe the best outcomes come from a coordinated team approach. We work closely with your estate attorney, CPA, and any other professionals to ensure every element of your plan — financial, legal, and tax — is aligned and optimized.

We operate on a fee-only basis — we never earn commissions or sell products. Our advisory fee is based on the complexity of your situation and assets under advisement. During your complimentary consultation, we provide a transparent overview of costs so you can make an informed decision.

Take the first step toward protecting your family's legacy

Speak with an experienced family wealth advisor — confidentially, at no cost.

Schedule Your Complimentary Consultation