Family Wealth Protection Planning

Nothing has greater financial, practical, and emotional consequences than preserving your family wealth and passing along your wisdom and values. Planning for, protecting, and preserving your family wealth—whether a little or a lot—while leaving a lasting legacy and forthright wisdom are the cornerstones of the most significant transaction of your life.

     James Moore’s Family Wealth Protection Planning™ provides the information you need and the steps you must take to achieve your estate-planning goals and aspirations. Moore’s vigorously outlined steps will save you time throughout the family wealth–protection planning process and in some cases, eliminate your anxiety about the future.

     Family Wealth Protection Planning presents the estate-planning process as a two-way street. Moore’s methodology is both comprehensive and consultative, framing the estate-planning process as a collaboration of professionals striving for clarity, alignment, and agreed-upon goals and outcomes.

     The quality of your family legacy depends on how well you manage your Family Wealth Protection Plan. Moore’s Family Wealth Protection Planning will help you ensure that your legacy, wisdom, and wealth are passed on with the high quality you expect.