An estate plan determines more than how assets are distributed. It can protect the people you care about, provide continuity during periods of change, support charitable causes, and prepare your family for the responsibilities that accompany wealth.
Without a clear and coordinated plan, even thoughtful intentions can become difficult to carry out. Thryve helps you consider the financial, personal, and practical decisions that will shape your legacy.
Estate & Legacy Planning begins with understanding what you want your wealth to accomplish during your lifetime and for the generations that follow. We then consider how your investments, estate documents, trusts, taxes, philanthropy, family dynamics, and future liquidity needs fit together.
Thryve works with your legal, tax, and other professional advisors to connect their specialized advice with your broader wealth strategy. We do not replace these professionals. We help ensure everyone is working toward the same objectives.
Every legacy is personal. Our services address both the technical structure of transferring wealth and the family relationships, values, and responsibilities that give that wealth meaning.
Your giving should reflect your values while fitting thoughtfully within your financial and estate plans. We help you evaluate when and how to give, consider appropriate charitable structures, and coordinate philanthropic goals with tax, investment, and family priorities.
An effective estate plan should remain aligned with your assets, relationships, and intentions as they evolve. In collaboration with your legal and tax advisors, we review how ownership, beneficiary designations, liquidity, and existing documents support the outcomes you want to create.
Shared wealth often brings shared decisions. We help families establish practical frameworks for communication, participation, education, and decision-making so current and future generations can approach wealth with greater understanding and purpose.
For families with a net worth of $50 million or more, Thryve offers tailored family office services that bring greater organization to complex wealth. We integrate investment oversight, planning, reporting, philanthropy, and professional advisor relationships into a highly personalized advisory experience.
Transferring wealth successfully requires preparing people as well as assets. We help families clarify their priorities, educate future generations, and create a plan that balances financial stewardship, individual opportunity, and long-term family objectives.
Trusts can support asset protection, provide for family members, direct future distributions, and advance specific legacy goals. We work with your legal counsel to help align trust structures, funding strategies, and investment decisions with the purpose each trust is intended to serve.
Estate and legacy decisions require technical knowledge, sound judgment, and sensitivity to family relationships. Thryve draws on more than 100 years of combined experience across our advisors and leadership to bring perspective to these important conversations.
Modern technology gives your advisory team a clearer view of the many elements involved, while our concierge approach keeps the experience personal, attentive, and discreet. The result is thoughtful guidance that adapts as your wealth, family, and priorities evolve.
The most effective legacy plans are developed through open conversation and reviewed long before they are needed. Thryve can help you establish a clear direction, coordinate the people involved, and prepare your wealth to serve generations of purpose.
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