It is estimated that nearly 70% of family wealth is lost by the third generation, often due to a lack of aligned values and purpose. At KERUX, we believe your financial legacy is a powerful tool to be stewarded for God’s glory. We guide you beyond the simple transfer of assets toward a comprehensive plan that passes on a legacy of faith, purpose, and abundance to your children and grandchildren.
We recognize that a legacy plan is a direct reflection of your unique story. Our team is committed to understanding your family’s values and your vision for the future to build a comprehensive plan that aligns with your purpose. We work to safeguard your assets and create a solid roadmap, providing peace of mind as you secure your legacy. Here is how we provide guidance:
We help you create a plan that not only transfers assets but also passes on a legacy of wisdom and purpose to the next generation.
We work to safeguard your assets from unnecessary taxes, risks, and creditors, ensuring your family’s inheritance is a blessing, not a burden.
Our team can help you prepare your family to steward their future inheritance wisely, aligning them with the mission of your family and His Kingdom.
We help you create a solid and comprehensive plan so you and your family can rest assured that your legacy is secured.
Our generational and estate planning services are a practical extension of our mission, built on the principles of our Faith Forward Framework. This is how we apply the framework to your legacy, beginning your course toward abundance and eternal impact. We will help you Uncover God’s Calling for your family’s legacy. Then, we will Steward God’s Gifts by designing a personalized plan that protects and guides your family’s future. We will review it regularly to ensure you are on track to Harvest God’s Abundance by creating a multi-generational legacy that glorifies Him.
Discover a generational planning approach that helps you maximize your resources for His glory.
Building a financial legacy isn’t easy, but it can be straightforward. It starts with a simple conversation. We’re here to talk about how we can help you live an abundant life and make an eternal impact.
Any tax or estate planning discussion is general in nature and for informational purposes only; it should not be construed as legal or tax advice. Clients should consult with an attorney or tax professional regarding their specific situation.
