CLIENT STORY
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What began as a business exit became a fully integrated financial plan designed to create new possibilities for years to come.
Establishing A Family Legacy
Generational Wealth
After decades of building an agricultural manufacturing business, an entrepreneur and head of a large family was ready to turn the page. Selling the business to private equity would bring a significant windfall but also left the family facing an unexpected challenge: how to transition a lifetime of hard work into a lasting legacy with no plan.
The family 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 financial architecture and steward the next phase of their legacy.
Private Wealth Services That Support Our Clients' Goals
Our first step was performing a Family Goals and Values Assessment to identify what was most important. Their top priorities were philanthropy and establishing a family legacy designed to last for generations.
To support their charitable goals, the family worked with their legal and tax professionals to establish a private foundation. We assisted by helping evaluate funding approaches, coordinating with counsel and the CPA, and incorporating the foundation into their broader wealth plan.
In parallel, the family and their attorneys updated estate planning structures to reflect the liquidity event and family objectives. This included exploring multi-generational trust structures and spousal planning approaches that are commonly used in estate planning. We helped evaluate options, model scenarios, and coordinate implementation with counsel and the CPA based on the family’s circumstances.
This case study is provided for illustrative purposes only and reflects the experience of a single client. Outcomes depend on individual circumstances, objectives, and market conditions and may not be representative of other clients. Third View Private Wealth provided financial planning and investment advisory services and coordinated with the client’s independent legal and tax professionals. Legal and tax advice was provided by the client’s attorneys and CPA. All investing involves risk, including the possible loss of principal.
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 family’s family office, stewarding the family’s wealth with intention and care.