Wealth Planning
Strategy That’s Personal. Planning That’s Purposeful.
At True North, wealth planning begins with the questions a spreadsheet cannot answer. We help families contemplate and define the intention of their wealth, then build the structure to carry it there.
Our planning team is in-house, and that distinction has significance. We sit with your advisory team rather than receiving requests across a vendor-like relationship, which means we know your balance sheet, your family, and the reasoning behind every decision already made. Nothing is lost in a handoff. What emerges is a single living plan, revisited when a business sells, a child marries, a tax law changes, or priorities shift.
At True North, wealth planning begins with the questions a spreadsheet cannot answer. We help families contemplate and define the intention of their wealth, then build the structure to carry it there.
Our planning team is in-house, and that distinction has significance. We sit with your advisory team rather than receiving requests across a vendor-like relationship, which means we know your balance sheet, your family, and the reasoning behind every decision already made. Nothing is lost in a handoff. What emerges is a single living plan, revisited when a business sells, a child marries, a tax law changes, or priorities shift.
Our Approach
True North’s wealth planning team leads with curiosity and care, pairing rigorous modeling with the nuanced judgment that accumulates throughout a career of client focused work. Whether we are mapping multi-generational objectives, preparing for a liquidity event, or confirming that an estate plan still achieves the intended purpose, our role is to walk alongside you and anticipate what comes next.
The technical scope is broad by design: estate and trust structure, tax strategy, entity design, charitable vehicles, asset protection, liability and insurance review, and liquidity forecasting ahead of a transition. We coordinate that work with your attorney, your CPA, and every other professional in the picture, so the estate documents, the tax return, and the investment strategy tell one story. Where they conflict, we say so.
Planning Focus Areas
Planning Focus Areas
Our planning team works in tandem with advisors to develop a bespoke strategy for you, anchored in five core dimensions of wealth:
The Human Side of Wealth
A trust can be drafted flawlessly and still fail if no one has prepared the next generation for its purpose.
The technical work is necessary but rarely sufficient on its own. We help families articulate their values and hold the conversations that give the documents meaning: what your wealth is meant to do, who decides, and what happens when heirs disagree. In practice that means family meetings, a written family mission statement, and a great deal of listening. The emotional dynamics that accompany significant wealth are real, and we believe it prudent to address them directly rather than plan around them.
To ensure we can deliver the depth of service our clients expect, we typically work with individuals and families who have $5 million or more in investable assets.
Planning as the Foundation
At True North, planning is not one service among several. It is the foundation upon which the rest of the relationship rests on: the plan drives the portfolio, the structure, the coverage, and the timing, rather than the reverse.
This sequence is why we sit at the intersection of strategy and execution. A recommendation no one implements is not a plan, so we stay with each decision through the drafting, the funding, the signatures, and the review three years later when the facts have changed.
Align Your Wealth with Purpose
We exist to serve as your first call across every stage of life. Our team’s mission is simple: do what’s right, add value relentlessly, and earn trust that lasts. We don’t measure success in quarters. We measure it in decades, generations, and lives fulfilled.
Let us help you turn complexity into clarity by preserving your heritage and aligning your capital with purpose.