Are you prepared to leave your legacy?
Our informative guide can help you create a plan
After a lifetime of hard work and financial discipline, you may now be looking back on everything you’ve accomplished, and contemplating what you want it all to mean going forward.
Our guide “Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy” is designed to help you begin that journey and to give you a roadmap to making a legacy plan a reality.
You'll learn to create a roadmap via these five steps:
- Determining what you want your legacy to be
- Set the guideposts: what goes where
- Establish vehicles to fund your legacy decisions
- Communicate your plan to your family
- Consider working with a professional
About
Mesirow Wealth Management is the firm's founding capability. We are the initial namesake business of Norman Mesirow, whose vision was to serve with purpose, applying the highest standards of professionalism as we advise individuals and families on their most important life goals. More than eight decades later, we measure our client relationships in years, and often generations, as we move in unison with our clients toward shared goals.
Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.