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At Pfister, we help you design a plan that does more than transfer assets. For many of our clients, that means building a multigenerational strategy rooted in the principles of the Rockefeller Method, a system designed to protect wealth, preserve unity, and pass on purpose. We help you pass on wisdom, align family around shared values, and ensure what you’ve built serves generations to come.
Whether you’re focused on protecting heirs, minimizing taxes, avoiding probate, or giving with intention, we’ll guide you with a strategy that reflects your heart as much as your balance sheet.
You’ve built more than a balance sheet. You’ve built a family, a legacy, and a life that reflects your values. We help ensure all of it is protected and preserved.
That means:
Structuring your assets in ways that minimize taxes and avoid probate.
Protecting family harmony through clarity and communication.
Passing down stories, values, and vision, not just financial assets.
Ensuring your charitable wishes are honored and strategically planned.
Coordinating your estate and business plans so nothing is left to chance.
"Will taxes or probate erode what I’ve built?"
"How do I pass on money without creating entitlement or conflict?"
"Do I have the right tools in place—trusts, wills, insurance?"
"How do I start conversations with my family about legacy?"
"What if my kids aren’t ready or don’t share the same vision?"
"How can I align my giving with my faith and financial goals?"
"What steps should I take now to avoid confusion later?"
Legacy and estate planning is ideal for individuals and families who care deeply about what they leave behind—not just financially, but relationally and spiritually.
Whether you’ve built a business, raised a family, grown your investments, or cultivated a vision for giving, you want your decisions to reflect wisdom and intention. This approach is for:
Business owners planning for succession.
Families wanting to pass down wealth and wisdom.
Professionals ready to clarify and protect their intentions.
Anyone seeking a plan that reflects both financial and spiritual priorities.
We begin by understanding your goals, values, and family dynamics. From there, we work with strategic legal and tax partners to implement solutions that honor your intentions.
Tools We May Help You Coordinate:
Revocable and irrevocable trusts
Advanced directive and healthcare documents
Charitable remainder or lead trusts
Strategic insurance structures
Beneficiary and asset titling reviews
We also guide clients through more advanced multi-generational planning using principles from the Rockefeller Method, a system designed to preserve not just wealth, but unity and purpose, across generations.
The legacy you leave tomorrow is shaped by the choices you make today.
You’ve worked hard to build what you have. Let’s make sure it becomes a blessing, not a burden. We’ll help you create clarity, preserve harmony, and pass down the things that matter most.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.