Family Office

Generational wealth and wealth transfer is a component of financial planning that aims to pass down your financial values to future generations, like your children and grandchildren.

Most families lose their wealth when it’s passed down because generations are not taught the value of money, how to handle it, or to talk about it. Our family education and governance aim to resolve these issues.

Your money can either go to people in your family, charities, or taxes. Your Plancorp financial advisor will work with you through different options and how they can impact your legacy.

We are only compensated from the fees our clients pay us -- not from the products or services we recommend. This allows us to remain objective.

Our professional team can guide you on other critical financial strategies like retirement planning, philanthropy, and charitable giving, institutional asset management, exit strategy, and more. For more information, click here. 

At Plancorp, we look out for you. That's why we take important measures to protect your security. Here are a few quick facts about how we put your security first.

• We do not have access to your account credentials. We don’t store credentials for your linked financial accounts, either.

• Your data is encrypted at rest and in transit. Our portal requires the latest TLS (a type of digital protocol that keeps data safe) for authentication and encryption.

• We leverage industry leading cloud platforms to keep your data and account information secure.

Read more about our cyber security efforts here.