FAMILY OFFICE > ESTATE, PHILANTHROPY & LEGACY PLANNING

Estate, Philanthropy & Legacy Planning for High-Net-Worth Families

Protect What You Built. define What It Means.

Your wealth is more than a balance sheet. It reflects your values, your vision, and the legacy you intend to leave behind.

Reid works with high-net-worth and ultra-high-net-worth families to coordinate estate planning, philanthropic strategy, business transition, tax planning, and family governance. Our goal is to help your wealth endure across generations while keeping your advisors, family members, and financial strategies aligned.

We do not replace your estate attorneys, trustees, investment advisors, or other professionals. We help coordinate the full picture, so your planning is tax-aware, organized, and connected to your long-term family goals.

What We Help Solve

Many families have estate plans that were created years ago, when their wealth, family structure, business interests, or charitable priorities looked very different.

Over time, complexity grows. Trusts may be in place, but tax implications may not have been revisited. Charitable giving may be reactive instead of strategic. Closely held businesses may create valuation, succession, and liquidity questions. Family members may have different expectations about how wealth should be preserved, used, or transferred.

Reid helps families bring clarity and structure to these issues by coordinating planning across estate, tax, philanthropy, business ownership, and family governance.

Estate Planning and Wealth Transfer

For families with significant wealth, estate planning is not just about documents. It is about coordinating tax strategy, trust structures, family entities, charitable goals, business interests, and long-term continuity.

Reid works alongside your estate attorneys and advisors to help ensure strategy and implementation are aligned.

Philanthropic Planning

For many families, philanthropy is more than a tax strategy. It is a reflection of values, purpose, and the impact they want to make.

Reid helps families integrate charitable giving into the broader estate, tax, and legacy plan so generosity is meaningful, efficient, and aligned with long-term goals.

Our philanthropic planning support may include:

• Donor-advised fund planning
• Private foundation coordination
• Charitable remainder trust and charitable lead trust planning
• Strategic gifting of appreciated assets, real estate, or closely held business interests
• Charitable tax planning
• Family giving strategy
• Foundation administration coordination
• Coordination with legal, tax, and philanthropic advisors

Business ownership and Transition

For many high-net-worth families, the closely held business is not just an asset. It is often the centerpiece of the family’s wealth and legacy.

Transitioning that business to the next generation, a strategic buyer, or an employee ownership structure can affect estate planning, income tax, valuation, liquidity, governance, and family dynamics.

Reid helps business-owning families coordinate the financial, tax, and planning considerations that come with major ownership transitions.

Our support may include:

• Pre-transaction planning
• Entity structure review
• Buy-sell agreement review coordination
• Tax consultation and structuring for business sales
• Business valuation coordination for estate and gift tax planning
• Family succession planning
• ESOP feasibility and structuring coordination
• Liquidity event planning
• Coordination with M&A counsel, private bankers, investment bankers, and other advisors

Family Governance & Next-Generation Readiness

A strong estate plan transfers assets. A strong legacy plan prepares the people who will steward them.

Reid helps families build governance structures that support communication, continuity, accountability, and long-term family harmony.

Our support may include:

• Family mission and values planning
• Family constitution coordination
• Family council and meeting facilitation
• Next-generation financial education
• Trustee and beneficiary coordination
• Succession communication planning
• Family philanthropy education
• Ongoing governance review and support

Why Families Work With Reid

Families with significant wealth often have many advisors, but no single point of coordination.

Reid helps bring the full picture together.

Families work with us for:

• CPA-led tax, accounting, and advisory expertise
• Coordination with estate attorneys, trustees, investment advisors, insurers, and other professionals
• No product sales or hidden compensation
• Consolidated reporting and secure document organization
• Proactive planning around tax law changes and family transitions
• Support for business owners, entrepreneurs, executives, and multi-generational families
• A family office team that understands both technical planning and family dynamics

Our role is to help your advisors work together, keep your planning organized, and give your family greater clarity and confidence.