Private wealth. Capital solutions. Legacy planning.
Advanced Wealth Engineering for Ultra-High-Net-Worth Families
For families planning across generations. The Legacy Edition considers how ownership, liquidity and governance work together over decades, so that what a family has built can continue with intention.
Part of The Program™A pension-bridge planning process. Build. Protect. Grow. Legacy.Families with significant wealth face a particular set of questions: who will own and control what has been built, where liquidity will come from when it is needed most, and how a family’s values and decisions carry from one generation to the next.
Ownership and control are considered together, so businesses, real estate and other assets can be planned to pass through generations with clear authority.
Liquidity is planned ahead of the moments that require it, such as estate settlement, succession or a family transition, rather than found under pressure.
Clear decision-making, regular review and the preparation of the next generation help a family act as one over time.
Estate, philanthropic and family objectives are coordinated so the plan reflects what the family values, not only what it owns.
Legacy planning for ultra-high-net-worth families draws on estate, tax, insurance, trust and business disciplines at once. Overtime coordinates that work into one design. Specific structures are developed privately with each family and reviewed by its counsel and advisors before anything is implemented.
Estate counsel, tax advisors, insurance professionals and trustees working from one coordinated plan.
Designed for decades, with regular reviews as the family, its businesses and the law change.
Each structure is specific to the family it serves, and is discussed only in private consultation.
MEPS®, the Monolith Estate Planning Strategy, is the planning framework behind The Program™ Legacy. It treats a family’s estate as one unified plan rather than a series of separate decisions, so ownership, protection, growth and transfer are considered together and reviewed as the family and the law change.
Bring what the family owns, from operating businesses to real estate, into one coordinated view.
Identify the risks that could interrupt the plan and coordinate how each one is addressed.
Keep long-term capital aligned with the family’s time horizon, liquidity needs and goals.
Plan how ownership, control and liquidity pass from one generation to the next.
Carry the family’s values, philanthropy and governance forward with intention.
MEPS® is a planning framework. It is not an investment product, an insurance policy or a guarantee of any outcome. Specific structures are developed privately with each family and reviewed by its counsel and advisors before anything is implemented.
A confidential first conversation, directly or through a family’s existing advisor.
A deeper discussion of the family, its holdings and its long-term intentions.
Ownership, liquidity and governance mapped together with your counsel and advisors.
A coordinated design, reviewed by the family’s professionals before anything is implemented.
One pension-bridge planning process, four editions. Explore The Program™ Edition01AthleteFrom short-term income to long-term structure. For professional athletes and others with compressed earning windows. Explore the Athlete Edition Edition02ExecutiveFragmented advice, brought into one strategy. For executives and business owners navigating compensation and ownership transitions. Explore the Executive Edition 
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Private aircraft acquisition, structured with the same discipline. Visit the Aviation page Legacy engagements begin with a confidential conversation about your family, its holdings and the intentions you want to carry forward.
Please do not share account numbers, passwords or other sensitive information when scheduling.
