Solutions • For Legacy BuildersBuilding a legacy, sharing your values
At Konvergent, we believe that wealth isn’t just about assets—it’s about crafting a legacy that reflects your values. Our goal is to help you grow and preserve your wealth while ensuring that the principles and hard work that built it are passed on to the next generation.
Wealth management for legacy builders
As someone focused on building a lasting legacy, your goals extend beyond just financial growth. You want to ensure that your wealth reflects the values and principles that shaped your success. Our team is dedicated to helping legacy builders like you with strategies that preserve your hard-earned wealth while aligning with your vision for the future.
Key services for legacy builders
Your financial world is important—but it doesn’t have to feel overwhelming. With years of experience working with clients focused on growing and preserving wealth, we provide the expertise needed to navigate key life transitions, liquidity events, and business decisions with confidence, ensuring you’re prepared for every step of your journey.
Optimize your tax outcomes
Taxes are a key factor in preserving your wealth. Our tax strategies are designed with the goal to help you maximize savings while aiming for your wealth to continue to grow efficiently. Whether through charitable giving, trusts, or estate planning, we focus on practical solutions that work to reduce your tax burden and help you prepare for the future with confidence.
Protect your business legacy
Your business is a vital part of your legacy. As you prepare for leadership changes or future transitions, we provide practical advice to preserve your business’s value and strive for a smooth process. Our team helps you plan for the future, whether you’re transitioning leadership, maintaining employee satisfaction, or securing a path forward for your family’s involvement.
Streamline your advisory team
Even with a smaller network of professionals, effective coordination is key to maintaining and growing your wealth. At Konvergent, our goal is for your financial advisor, accountant, and other key partners work together efficiently. By aligning your advisory team with your overall goals, we help simplify your financial management and aiming for all aspects of your wealth strategy are well-coordinated.
Create unforgettable life experiences
Wealth isn’t just about numbers; it’s about enjoying the journey and creating lasting memories with those who matter most. At Konvergent Wealth, we offer personalized concierge services to help you craft meaningful experiences that strengthen family bonds and enhance your business relationships. Whether it’s a family retreat or a key business gathering, we handle the details so you can focus on making the most of every moment.
Pass down more than wealth
Your wealth is a reflection of your hard work and values, and it’s important that future generations understand the story behind it. At Konvergent Wealth, we help you pass on not just financial assets, but also the principles and dedication that built your success. Our team works with you to create a framework that preserves and communicates your values, with the goal of your legacy being more than just a number.
We also recognize the importance of family harmony in preserving your legacy. By creating clear plans and facilitating meaningful discussions, we help ensure that every family member feels valued and aligned. Together, we’ll build a legacy that future generations will honor and cherish.
You need more than a wealth manager
Your achievements require more than occasional check-ins. At Konvergent, we take a proactive approach to help you grow. With years of experience and a focus on personalized service, we provide the leadership and guidance you need to navigate life’s key transitions with confidence, helping you build the life and legacy you envision.