Build a Legacy That Lives On

You’ve worked hard. Not just to build wealth—but to build a life of meaning, momentum, and memories. For families like yours, the question becomes: What now?

What does it mean to pass along not just what you’ve earned—but who you are?

What if your greatest gift wasn’t just what you left behind, but what you set in motion?

At LifePath Advisors, we believe legacy is more than an inheritance. It’s a ripple. It’s a direction. It’s the ability to influence the lives of your children, your grandchildren, and even generations you’ll never meet—through values, vision, and smart planning.

From Affluence to Intention

For affluent families, the stakes are higher. The conversations are more nuanced. It’s not just about investment performance—it’s about purpose alignment.

• How do we prepare our children for wealth without entitlement?

• How do we create unity, not just structure?

• How do we make decisions today that echo into tomorrow?

That’s where we begin—by helping you uncover what matters most and building a custom strategy that reflects those priorities.

We work with families to design multigenerational financial plans rooted in:

• Purpose-driven investment and tax strategy

• Philanthropic planning that reflects your values

• Risk management for longevity, income, and care

• Clear communication that builds confidence across generations

A Gift That Keeps Growing

Imagine giving a gift that doesn’t end with your children—but grows stronger with every passing generation. That’s the kind of thinking we bring into our planning conversations.

Rather than waiting for life’s final chapter to write your legacy, we introduce smart strategies—like Kai-Zen—that allow you to start shaping it today.

With just five years of strategic contributions, and the power of leverage, Kai-Zen can multiply your gift up to three times over—combining the protection of indexed universal life insurance with amplified retirement income potential.

The result? A financial tool that reflects your deepest values: growth, security, and intention. It’s not about control—it’s about confidence. And creating a future where your children and grandchildren are not only provided for, but inspired by your example.

The Hidden Threat: Taxes

While we focus on the bigger picture, we never ignore the details—especially the ones that quietly erode your legacy.

Taxes are often the single largest expense in retirement, and a major threat to wealth transfer. We help families like yours proactively plan with:

• Roth conversions and tax-diversified income

• Direct indexing and tax-loss harvesting

• Efficient estate structures and gifting strategies

Because it’s not just what you earn—it’s what you keep and use with purpose that shapes the future.