Protecting Your Legacy

You’ve worked hard to achieve your financial success, and now want to make sure your values and wealth are passed on to the next generation. We empower you to do just that for your family and your favorite charities and causes.

Key Services

  • Estate and trust planning
  • Customized portfolio management
  • Charitable giving strategies
  • Multi-generational wealth strategies
  • Asset protection and risk planning
  • Family education and governance
  • Tax optimization and wealth transfer

Generational planning requires a long-term perspective that involves collaboration with your financial advisors, attorneys, accountants, and other professionals. The main objective is to ensure the smooth transfer of assets, financial resources, and values from one generation to the next while minimizing potential taxes, legal complications, and family disputes.

NPF works with you every step of the way — taking a proactive and thoughtful approach to help you protect your family and preserve your legacy for future generations.