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Grandpa and Grandchild Having Fun

Legacy Plans

Protect what you've built and pass your values and legacy on to future generations.

Happy Family

Preserving Your Legacy


Your legacy is more than your estate. It is more than money. It is an intangible representation of the energy you've dedicated to creating a great life for your family and your future generations.   

Often however, affluent executives leave their legacy exposed to onerous taxation and bad actors who exploit vulnerabilities. Kingstowne Advisors builds advanced plans that perpetuate your values while still providing descendants prudent access to substantial resources. 

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