Turning Success into a Lasting Legacy
Michelle and David’s Story
Meet Michelle and David
In their early 60s, Michelle and David have spent decades growing their family business. What started as a small design company has flourished into a multi-million-dollar home remodeling enterprise.
Now, with a competitor offering to buy the business, they are preparing for the next chapter of their lives.
Key Concerns
Coming from middle-class backgrounds, Michelle and David never imagined reaching this level of success. As they plan to sell their business, their priorities go beyond financial security—they want their wealth to create a lasting impact for their family and community.
- Ensuring generational wealth: They want to provide financial security for their children and future generations while maintaining family values.
- Giving back: Inspired by their parents, they hope to use their success to make a difference. Michelle is passionate about mentoring and investing in women-owned startups, while David hopes to guide young entrepreneurs.
- Finding a trusted partner: They need guidance to structure their wealth in a way that aligns with their goals and legacy.
Michelle and David are looking for a trusted advisor who understands their financial complexity and can help turn their wealth into something meaningful.
How Granite Wealth Helps
At Granite Wealth Partners, we specialize in guiding individuals and families through major financial transitions, helping them define and achieve their legacy goals.
- Strategic Charitable Giving: We worked closely with Michelle and David’s attorney and accountant to coordinate their charitable giving strategy, allowing them to establish a private foundation that reflects their values.
- Family Wealth Transfer Planning: We facilitated a family meeting to establish a structured education and income plan for their children, ensuring a smooth transfer of wealth across generations.
- Investment & Retirement Planning: By structuring their assets effectively, we helped them transition into retirement with confidence—allowing them to focus on mentoring, investing, and giving back.
With Granite Wealth Partners, Michelle and David are no longer just thinking about retirement; they are actively building a legacy that reflects their passions and values.
Are You Preparing for Retirement or Concerned About Maintaining Your Lifestyle?
Let Granite Wealth Partners create a customized retirement and legacy strategy that works for you.
