Our Why
Most families do not have continuity in the handling of their life savings, for most families, this means the life savings will be diminished under each new manager - not just from getting spent, but from investment mistakes. How can your family create a more positive and lasting family legacy? As an estate planning attorney for more than 25 years, I have seen my clients families almost universally achieved either mediocre or terrible results with their life savings. This is why I created Bond Wealth Planning, to help families create great and lasting legacies.