Your legacy deserves more than good intentions. It deserves a plan. Secure your family’s future today with SchierWealth’s Estate & Legacy Planning solutions.
At SchierWealth, estate and legacy planning goes far beyond drafting wills or transferring wealth. We understand that your assets are no longer confined to traditional investments — they include digital assets, cryptocurrencies, and other next-generation holdings that demand modern strategies for protection and succession. Our role is to ensure that your wealth is passed on securely, tax-efficiently, and in alignment with your values, so that your impact endures for generations.
What We Do
Comprehensive Legacy Strategies – We build personalized structures that safeguard your assets, from equities to crypto wallets, NFTs, and digital portfolios , ensuring seamless transfer and reduced exposure to risks or taxation.
Wealth Preservation Vehicles – We leverage trusts, foundations, and customized legal instruments designed to integrate both traditional and digital assets, giving you confidence that your legacy is future-ready.
Cross-Border & Multi-Jurisdiction Planning – For globally active clients, we navigate international estate regulations, ensuring that your family and beneficiaries remain protected regardless of where they live or do business.
Family Wealth Continuity – We guide conversations and frameworks that preserve not just financial wealth, but also values, vision, and governance for long-term family success.
Why SchierWealth?
Most estate plans stop at transferring wealth. We go further. At SchierWealth, estate and legacy planning is about creating enduring structures that protect your family, preserve your vision, and ensure your wealth continues to work long after you’re gone.
What sets us apart is our ability to bridge traditional wealth vehicles (trusts, wills, foundations) with the complexities of digital assets, from cryptocurrency wallets to NFTs. Our team not only secures your legacy against unnecessary taxation and legal challenges but also ensures your heirs can seamlessly access and manage digital holdings without disruption.
With SchierWealth, your estate plan becomes more than a legal formality, it’s a living strategy for preservation, continuity, and generational impact.
Secure your legacy, protect your loved ones, and build a future with confidence. With SchierWealth, estate planning isn’t just about passing down wealth, it’s about ensuring peace of mind and lasting impactGet In Touch
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