After decades of building an agricultural manufacturing business, Mr. Anderson—an entrepreneur and patriarch of a large family—was ready to turn the page. Selling the family business to private equity would bring a significant windfall but also left him facing an unexpected challenge: how to transition a lifetime of hard work into a lasting legacy with no plan.

Mr. & Mrs. Anderson engaged us well before the transaction closed, seeking a strategy that aligned their investment, tax, trust, estate and philanthropic objectives. We worked closely with their attorneys and CPA through the process to enhance their family financial architecture and steward the next phase of their legacy.

Our first step was performing a Family Goals and Values Assessment to identify what was most important for the family.  The Andersons’ top priorities were philanthropy and establishing a family legacy that would last for generations to come.

We helped bring that vision to life by establishing a Private Foundation that empowers the family to give in a meaningful and lasting way. This would allow them to stay active in their communities and continue to support the causes they are most passionate about.

To ensure their wealth was protected and efficiently structured, we redesigned their trust and estate plan. We set up Dynasty Trusts as wealth transfer vehicles for the benefit of their children and their descendants, taking advantage of their remaining lifetime exclusion amounts. Additionally, we set up a Spousal Lifetime Access Trust (SLAT), leveraging gift tax exclusions to shield future generations from estate tax exposure while preserving access for the beneficiary spouse and children.

We built an institutionally managed portfolio, introducing alternative investments that reflected their evolving risk appetite and long-term return expectations, to compound wealth for future generations.

What began as a business exit became a fully integrated financial plan designed to create new possibilities for years to come. Today, Third View Private Wealth serves as the Andersons’ family office, stewarding the family's wealth with intention and care.