Your legacy is a collage of your actions, contributions and achievements. Positive or negative, big or small, what you do, give and accomplish defines your legacy. Legacy planning helps you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in. Part of your long-term financial security may include your desire to give back. With J. Michell's help, you will have the opportunity to leave the legacy you see for yourself and your family.

Most experts agree, the real strength of a generational family business is having a clear vision for the business and a family value system that shapes the decision making processes within the family and the business. If you own a business, you can transform it into the central piece of your legacy creation.

Another critical part of the succession equation is access to the professional skill-sets needed to preserve and renew a business - and to help manage the succession process.

How do we work towards your plans for creating a legacy? Together, we work to assess your goals and navigate the necessary legal and financial structures to work towards your end vision. Legacy creation should not be a process interrupted by red tape and time-consuming financial interference. By working with J. Michell, you can put your plan in place with confidence.