At Bongard Wealth Advisory, we understand that true generational wealth extends beyond financial assets. It includes the values, principles, and vision you hope to pass along.

With our roots in the financial industry dating back over 100 years, we offer families a well-rounded approach to family governance and generational wealth planning—designed to sustain both financial well-being and family unity.

Defining Your Family’s Mission and Legacy

Through our family governance process, we work closely with you to define a shared family mission that reflects your values and goals.

Our approach helps create a unified vision for managing wealth across generations, ensuring that financial decisions align with the legacy you wish to build.

 

Structured and Tax-Efficient Wealth Transfer

Drawing on our experience with multi-generational planning, we offer strategies that preserve wealth while facilitating a smooth transfer to future generations.

Whether through trusts, family foundations, or other tax-efficient structures, our goal is to help safeguard your assets in ways that honor your intentions and support your family’s needs.

 

Preparing Heirs for Responsible Stewardship

We believe that equipping future generations with financial understanding is key to sustaining wealth.

Our team provides educational resources and personalized guidance to help prepare heirs for their roles, empowering them to manage family wealth responsibly.

 

Facilitating Effective Family Communication

Families often encounter challenges around decision-making and differing perspectives.

Our family governance structure promotes open dialogue, helping mitigate potential conflicts and ensuring all voices are considered.

We aim to create a cohesive environment that supports family harmony and continuity.

 

Building a Lasting Legacy

With over a century of experience guiding families, including our own, Bongard Wealth Advisory is dedicated to helping you create a lasting legacy rooted in both financial security and family values.

We are here to support each step, offering structured strategies and educational resources to ensure that your family’s wealth, values, and vision endure for generations.

 

Building Your Financial Future Together

At Bongard Wealth Advisory, we’re committed to crafting a financial plan that adapts to you, offering guidance and stability for every stage of life. Contact us to learn how our team can support your journey with dedicated expertise and a holistic, client-centered approach.

 

Contact Us Today To Start Your Personalized Wealth Management Journey