Wealth Strategy Services

This is the LEGACY division of Land & Legacy:

Mission Statement
Develop a strategy and detailed plan that transforms land into a living business that generates income, reduces taxes, and creates a legacy you can pass down for generations to come

Our Process
To achieve this, we follow a structured and collaborative approach:

1. Introductory Meeting
   We begin by introducing our team and gaining a clear understanding of the client’s goals across business, tax/financial, and long-term wealth-building objectives. We also conduct a high-level review of existing land ownership and assets under consideration.

2. Land Ownership Evaluation
   We conduct a thorough review of all currently owned land to identify potential business opportunities and value-generation strategies for each parcel.

3. Career and Professional Review
   We explore the client’s career and professional life to understand how it intersects with their financial objectives and land ownership strategy.

4. Tax Return Analysis
   We analyze the client’s tax returns from the past two years to gain insight into their current financial position and identify areas for optimization.

5. Wealth-Building Strategy Review
   We discuss available tools and methods for building long-term wealth and evaluate how they can support the client’s broader objectives.

Integrated Planning
Once all relevant information is collected, each team member contributes to the development of a comprehensive and interconnected strategic plan. This includes a business plan, tax and financial plan, and a wealth-building plan—each element is designed to complement and enhance one another. Unlike many other planning services, our approach ensures that each plan is strategically aligned, reinforcing the client’s objectives across all three pillars with recreational land ownership at the core.