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Our Process - Step 5: Family & Estate

Client Centered

Your finances don’t exist in a vacuum. We consider the impact our 8-step Process will have on your spouse, children, grandchildren and other relatives and family stakeholders. We help facilitate difficult family conversations around money and wealth and seek to help your family consider and make financial decisions in an empathic and patient manner.

Additionally, we consider the various aspects of your family’s estate planning situation to ensure that you are adequately prepared and have all the necessary documentation in good order (wills, trusts, health care proxies, powers of attorney, etc). Renaissance is not a qualified estate planning legal firm, so we do not provide legal advice nor draft legal documents. However, we do review and discuss your estate documents as part of our process and believe this to be a necessary step with families and the complex dynamics that come with it. When appropriate, we are able to refer you to knowledgeable estate planning experts should you need additional support in this area.