Legacy Planning That Reflects Your Faith, Values, and Vision
Elite is designed for those stewarding $1M+ in assets and seeking integrated, multi-generational planning. We help you define what legacy really means — and build toward it with clarity and conviction.
Who It’s For
Business owners, multi-generational families, and leaders ready to align wealth with eternal impact. If you're navigating advanced tax strategy, charitable giving, or complex family transitions, Elite is for you.
What You’ll Experience
- Deep-dive discovery into legacy, purpose, and relational alignment
- Custom planning sessions with Ian and specialized partners
- Advanced coordination across business, tax, estate, and giving
- Faith-driven strategy that honors what matters most
Legacy Means More Than Money
At this level, we ask better questions. How do you want to be remembered? What values will your family carry? Elite combines technical expertise with soul-level stewardship.
Why Clients Choose Elite
“Ian helped us bring our adult children into the conversation — and build trust across generations.”
“This was the first time we felt our money truly aligned with our mission.”