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What We Do

Our Process

Using our proprietary LegacyWorth Framework, we look at each piece in detail, then pull back to see how everything works together in support of your goals.

Our proprietary process considers your entire financial picture, preparing us to handle more nuanced, complex needs as your life evolves.
Each year we run a thorough review, then focus more specifically on tax planning, portfolio management, legal documents, or risk management as the seasons shift. This structured framework helps you live life today while preserving your legacy for the generations ahead. It includes:

LegacyWorth Framework™

The LegacyWorth Framework™ is our signature office process, designed to help families steward their wealth with clarity, purpose, and continuity.  Rooted in disciplined planning and guided by enduring values, the Framework aligns financial strategies with the deeper legacy each family seeks to build.  From wealth preservation and generational education to philanthropic vision, the LegacyWorth Framework blends advanced planning, evidence‑based investment strategy, and multi‑generational stewardship into one cohesive system.

A 7-Pillar Process for Multi-Generational Wealth & Impact

Understanding the person behind the portfolio

Objectives

  • Define the individual’s or family’s long-term vision beyond money.
  • Capture the personal, family, and financial story.
  • Clarify lifestyle needs, philanthropic interests, and legacy intentions.

Actions & Deliverables

  • Family Charter outlining vision, values, and principles.
  • Initial Wealth Diagnostics (assets, liabilities, entities, trusts, cash flows).
  • Family meetings to articulate shared values.

A deep structural analysis of the financial ecosystem

Objectives

  • Inventory investments, real estate, businesses, collectibles, IP.
  • Balance sheet optimization.
  • Cash-flow mapping.
  • Tax positioning and entity review.
  • Risk, liquidity, diversification, and asset protection assessment.
  • Estate plan audit.

Actions & Deliverables

  • Comprehensive Wealth Dashboard.
  • Asset Protection and Risk Audit.

Coordinated, multi-scenario cash flow and asset projections

Objectives

  • Liquidity and reserve strategy.
  • Long-term capital sufficiency modeling.
  • Multi-generational wealth transfer planning.
  • Philanthropic giving strategy.
  • Business succession planning (if applicable).

Actions & Deliverables

  • LegacyWorth Strategic Blueprint (eMoney).
  • Multi-scenario wealth projection models.

Evidence-based investment execution aligned with legacy goals

Objectives

  • Public, private, real asset, and impact allocations.
  • Global diversification and institutional strategies.
  • Alternative investments where appropriate.
  • Concentrated position management.
  • Ongoing risk calibration.

Actions & Deliverables

  • Investment Policy Statement (IPS).
  • Customized Portfolio Design.
  • Tax-smart transition planning.

Minimizing erosion of wealth through strategic tax planning

Objectives

  • Tax-efficient asset location and withdrawal sequencing.
  • Trust structures (GRATs, SLATs, dynasty trusts).
  • Charitable vehicles (DAFs, private foundations).
  • Capital gains and loss harvesting.
  • 1031 exchanges.

Actions & Deliverables

  • Annual income projections (Holistiplan).
  • Accountant coordination.
  • Annual Tax Brief.

Preparing the next generation for stewardship

Objectives

  • Family business succession planning.
  • Liquidity gap identification.
  • Charitable impact focus.
  • Entrepreneurial mentorship and funding.

Actions & Deliverables

  • Review wills, trusts, LLCs, POAs, living wills.
  • Legacy stewardship documentation.

A living plan that evolves over time

Objectives

  • Adapt strategies to tax law, market, and family changes.

Actions & Deliverables

  • Annual LegacyWorth Service Calendar.
  • Financial literacy programs for future generations.


Our Services

Financial Planning
A clear, strategic plan that looks at your entire financial picture and adapts to changing needs.

Portfolio Management
Thoughtful, research-driven investing designed with a goal to grow and protect your wealth over time.

Tax Planning
Straightforward strategies to help you keep more of what you earn and avoid unnecessary surprises.

Estate Planning
Practical guidance to ensure your wishes are honored and your legacy is handled with care.

Retirement Planning
A steady, goal-focused plan to help you enjoy the years you’ve worked so hard for.

Risk Management
Evaluation and mitigation of risks to help keep your financial goals on track.

Our services

Who We Serve

We serve individuals and multi-generational families with sophisticated planning needs. Clients value our discretion, sound judgment, and local perspective as they make important decisions and plan for what’s next.

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Who we serve

A comprehensive, disciplined approach to planning and investing.

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Contact us

45 N Main Street
Sheridan, WY 82801

+1 (307) 655-6870

info@legacyridgepw.com