Family Legacy Planning and Philanthropic Consulting

If you are a high net-worth individual or family you probably have struggled with what you want your legacy to be and, perhaps more challengingly, how to realize your wishes.  If you’re a representative of a family office or a professional advisor working with high net-worth clients, you’ve likely seen your clients grapple with these issues, or maybe wondered about your own legacy.  Joe has close to two decades of experience helping people find answers to their questions, aligning their plans with their values, and bringing happiness, satisfaction, and peace of mind by assisting them in shaping and establishing their legacies for the future of their families and the world.

GENEROWORKS™ can tailor a program or services to fit your family’s or clients’ needs.  Among the services we provide are:

Partner with GENEROWORKS™ and improve your family’s and clients’ lives.  Contact Joe today with your questions or to learn more about how GENEROWORKS™ can help.