Skip to Content

Leave a wealth legacy for future generations

January 1, 2017 Article 1 min read
When you’ve worked a lifetime to provide for your family, knowing that the fruits of your efforts can last long into the future can give you unprecedented peace of mind.

Grandmother and granddaughter dancingThe Plante Moran Wealth Management team can help you take the long view and put plans in place to protect your legacy for generations to come.

Financial advisory and investment strategy

Our investment team at Plante Moran Financial Advisors takes all your goals into consideration when helping you create a comprehensive investment strategy. Your specific dreams and plans for your family’s future play a huge role in the planning process.

Tax services

Plante Moran Wealth Management’s tax consultants not only look at the immediate implications of your tax strategy, but can also help you understand and adapt to tax regulations affecting long-term wealth transfer goals to help ensure your family gets the most benefit from your hard work.

Estate planning

Guiding your overall strategy and making sure you have access to all the planning tools at your disposal is the mission of Plante Moran’s estate planning team, empowering you to make the best choices possible for the long-term benefit of your family.

Business transition consulting

If you have an active business as part of your assets, Plante Moran’s business transition specialists can help you explore all your options when it comes to handing down the business or transitioning it to create additional liquidity to support your strategy.

Trust services

Once you have a strategy and plan in place, the professionals from Plante Moran Trust can help you ensure that your wishes are carried out without placing an undue administrative burden on your family.

Insurance services

The right insurance program can not only provide a benefit to your heirs when you are gone, it can also create opportunities that support your broader investment strategy. The insurance experts at Plante Moran Wealth Management can help you find solutions that help you make your long-term dream a reality.

Related Thinking

Elderly woman sitting on a swing on a porch using a handheld tablet device.
October 7, 2022

10 financial strategies to capitalize on before year-end

Article 5 min read
Two business professionals looking over a report.
October 7, 2022

What’s a fiduciary, and why is it important to your financial plan?

Article 5 min read
Two business professionals looking over documents.
September 15, 2022

Overwhelmed by trustee duties? An agent for trustee can help

Article 3 min read