Legacy planning is misunderstood. Most people think it’s about dying. But it’s really about developing a clear, understandable plan for your wealth while you are living. You determine exactly how your wealth impacts your family and community.

SEI’s legacy planning addresses:

• Asset Protection
• Business Interest and Succession Planning (how it personally impacts you)
• Philanthropy
• Wealth Transfer Strategies to Family & Community
• Wealth Succession and Family Governance

How we determine your intentions.

SEI’s Legacy Planning uses a unique approach to ensure your wealth matches your intentions.

Holistic

We seamlessly integrate your legacy plan with other financial disciplines. Once your intentions are stated, working with you, we help communicate them to your family, friends, community and anyone else impacted by your wealth.

Phased

Legacy planning can be overwhelming. SEI breaks it down into manageable chunks so you can fully understand the impact your decisions will have. We give you time to take ownership of your plan. Legacy intentions are prioritized to give you a stronger sense of control while intentions are mapped out based on what’s important to you.

Dynamic

You could sell a business. Or start a business. Maybe your family changes. Or tax laws change. That’s why our approach to legacy planning is dynamic. We continually stay on top of your changing life and finances so you keep full control of your intentions.

People-oriented

Legacy planning allows you to make an impact on people. You determine who the ultimate beneficiaries will be of your wealth. SEI assembles a team you can trust to turn a static document into a living plan. We are adept at minimizing unintended consequences of legacy planning and educating your family about the future.