A technically well-drafted estate plan can only implement your wishes so far. Without someone watching over and coordinating a myriad of financial issues, many estate plans may be inefficient and difficult to implement. Financial advisors can help clients preserve their family wealth by working together to create strategies for transitioning the management and ownership of family businesses and communicating philanthropic goals and family values to future generations.

The following are some of the ways a financial advisor can help make your family legacy planning goals a reality.