Build a legacy that lasts
Your wealth isn’t just for today – it’s for the people and causes that matter most. Let’s create a plan that reflects your values and secures a meaningful future.
Provide for loved ones
Fund projects that align with your values
Generational impact
What will your wealth say about you when you’re gone?
You’ve worked hard to build your wealth, but ensuring it makes a lasting impact can feel overwhelming. How do you balance providing for your loved ones with supporting the organizations close to your heart? Without a clear plan, opportunities can slip by, leaving your legacy to chance.
Protect what matters. Inspire what’s next.
Imagine seeing your wealth make a difference while you’re here to enjoy it – and knowing it will continue to create impact for years to come. With Concenture, you can support the people and projects that matter most while securing your family’s future. It’s about more than just financial security – it’s about living a life of purpose.
A legacy that shares your values
At Concenture, we specialize in legacy and charitable giving strategies that align with your goals. Here’s how we can help:
- Family First: Protect your loved ones with inheritance and estate strategies
- Give With Impact: Support charities and causes with tax-smart giving options
- Simplify the Process: Consolidate and streamline your wealth for easy transitions
- Think Ahead: Plan for future generations with trusts, endowments, or gifts”
We’ll work with you to create a plan that balances generosity and financial security, making sure every decision supports your vision.
Helping you build more than wealth
Leaving a legacy is deeply personal, and we take the time to understand what matters most to you. With decades of experience and a focus on your values, our team will help you navigate the complex decisions around giving and wealth transfer – so you can feel confident that your impact will be felt for years to come.
Three steps to building your legacy
STEP 1
Share your vision
Tell us about your family, faith, and the projects or causes you’re passionate about.
STEP 2
Create your plan
We’ll design a strategy that connects your wealth to your goals and values.
STEP 3
Make an impact
Put your plan into motion, making a difference now while building a lasting legacy.
“Confidence comes from knowing your financial plan is working for you—not against you.”
– Robert Gillilland
Why plan your legacy with Concenture?
You can enjoy today knowing that tomorrow will:
✔ Keep your loved ones financially secure for the future
✔ Maximize your impact on charities and causes through smart giving
✔ Simplify wealth transfer for smoother transitions
✔ Align your financial plan with the values you live by
✔ Create a lasting legacy that reflects what matters most to you