Family Legacy Planning

Make Your Legacy a Lasting One

Your legacy is more than your assets—it’s the lasting impact you leave for your loved ones. At Patria Wealth Group, we understand that family is at the heart of every financial decision. Our legacy planning services are designed to help you organize your wishes, preserve your wealth, and support your family’s future.

We collaborate with skilled estate planning attorneys who prepare living wills, trusts, powers of attorney, and other essential documents to support your planning needs. Our goal is to help ensure your hard-earned savings are transferred efficiently and with minimal tax impact, so your legacy benefits those you care about most.

Whether you want to provide for your children, grandchildren, or a charitable cause, we’ll guide you through every step of the process—giving you confidence that your wishes will be honored and your family’s future is secure.

Patria Wealth Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.