Wealth Is Complicated. Especially When Family's Involved.

We've seen what happens when a family cottage becomes a legal dispute. When a generous intention turns into a tax liability. When silence today leads to resentment tomorrow.

At Bongard Wealth Advisory, we've lived multi-generational wealth, not just managed it. We've seen it bring families closer, and we've seen it drive them apart.

Our job is to help you build a financial structure that's organized, tax-aware, and family-ready, so your wealth doesn't just last, but actually supports the life and relationships you've worked so hard to build.

You've Built Something That Matters. Let's Make Sure It Works for the Next Chapter.

Your family might not think of itself as "wealthy." But you've built something with real value and real complexity. That deserves careful, competent stewardship.

We help you align your strategy across generations, reduce preventable tax drag, and avoid the kind of ambiguity that leads to family conflict later on.

Wealth Transfer Planning

We help you structure gifts, prepare heirs, and pass on assets with clarity, not confusion.

Tax Coordination Across Generations

Family trusts, holding companies, charitable foundations, all aligned with your legal and accounting teams.

Philanthropic Planning

Whether it's a donor-advised fund or a family foundation, we help translate your values into action.

Family Governance Support

We help you navigate sensitive conversations around ownership, inheritance, and shared assets.

Investment Management for Longevity

Portfolios designed for long-term capital preservation, thoughtful growth, and liquidity where it counts.

Shared Property Strategy

We've helped families plan for shared cottages and vacation homes, before they become battlegrounds.

We help families reduce tension, not just reduce taxes.

Your Family. Your Values. Your Legacy.

Wealth doesn't just get passed down; it gets interpreted.

We help you define what it means, document what matters, and support your family in navigating the complexity that comes with success.

It's not about control. It's about clarity, preparation, and the confidence that what you've built will outlast you, for all the right reasons.

Beyond the Balance Sheet

You don't want to play air traffic controller across lawyers, accountants, and investment managers. You want a strategy that works, and someone to ensure it stays in sync.

That's why we coordinate with your full advisory team and act as your lead thinking partner. We help you make sense of what needs to happen, when, and keep the process moving forward.

And if you don't have a full team yet? We can help you build the right one.

You shouldn't need a second job just to keep your wealth strategy on track.

Let's Build a Strategy That Works for More Than One Generation

Whether you've just sold your business or want to revisit your estate plan, we can help.

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