Legacy & Estate Planning
Build a Legacy That Outlasts the Game.
A proactive plan for passing on what you've earned — to family, or to causes you care about — on your terms.
Leave your legacy
The Legacy You Build Doesn't Have to Wait
We aim to assist you in seamlessly passing on your wealth to your chosen heirs or charities at the appropriate time. Proactive legacy planning is key to preventing future complications and ensuring financial stability for your spouse, children, or other family members. While it may not be the most pleasant topic to consider, early planning is essential to create a lasting legacy that will benefit your loved ones in the long term.
The athletes who get this right don't wait until it feels urgent — they build it alongside everything else, while the career is still active and the decisions are still theirs to make.
"Turning Talent Into Generational Wealth."
Over half of Americans have no estate plan or will in place.
Athletes with sudden, concentrated wealth have more to lose by waiting than almost anyone.
A Plan That Protects the People You Care About
Legacy planning isn't just paperwork — it's the difference between a family that's protected and a family left to untangle decisions you never got to make. We build that plan around your specific situation and revisit it as your family, assets, and priorities change.
What You Get:
- A wealth transfer strategy built around your chosen heirs or causes
- Coordination with legal partners on wills, trusts, and estate documents
- Planning for real estate, business entities, and other concentrated assets
- Ongoing review as your family and financial picture evolve
- Peace of mind that your family won't be left to figure it out alone
