Helping you make informed decisions for the good of your loved ones.

Family legacy planning is your opportunity to ensure loved ones are in good hands for years to come — and your plan should grow and change as your family’s needs do.

Since 1994, Collegiate Capital Management, Inc. has been partnering with high net worth and individual investors, university professionals, corporations, families, and other professionals – to create holistic legacy plans, emphasizing transparency and simplicity.

We understand how to facilitate the intergenerational transfer of assets, assist our clients in making tax-efficient charitable gifts, and assemble or work with a team of professionals needed to create sound estate plans. In our family legacy planning process, we walk alongside clients, helping them adapt to changing life circumstances and providing guidance on how to best customize their plan as a result. 

Our team can help you with a variety of family legacy planning matters such as:

  • Wealth and asset transfer to beneficiaries
  • Protecting your family’s wealth  through a variety of life changes
  • Determining the best avenues for charitable giving
  • Navigating tax rules as they relate to your estate now and in the future

Making decisions about your estate can be complicated, overwhelming, and emotionally charged. We are happy to work alongside you and other professionals to ensure your plan is enacted accordingly. By establishing a roadmap early and periodically reevaluating, we help clients build a foundation for wealth preservation that will benefit their families for generations to come. 


Keep your family in good hands with Collegiate Capital

It is never too late — or too early — to start your family legacy plan. Get in touch with the Collegiate Capital team today to learn more and get started on your own plan. 

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Some things can benefit from experience.  .  . like preparing for your financial future.

Fill in our contact form (we’ll respond quickly) or simply call Jennifer at 919.838.0101×6 to connect.