High-Net-Worth Families
Create a legacy.
High-net-worth families expect a higher level of attention, and extremely sophisticated financial services. From family office services and charitable giving strategies to estate planning, CoFi is here to help.
Your legacy is a testament to your hard work. We understand the importance of building and maintaining it.
Legacy planning requires continuous monitoring and careful coordination. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:
- What are your wishes for your children and grandchildren after you pass on?
- Will your estate plan resolve or cause family conflicts?
- What is your philanthropic vision?
At CoFi, we have helped high-net-worth families like yours share their mission and vision across generations.
