A Family
Conversation
A
Multigenerational
Legacy
Sanum serves families of substantial means through comprehensive planning, expansive investment capabilities and long-term thinking. We prioritize helping you preserve and pass on your legacy.
Working together with you to articulate your family’s unique values, we help you assess and enhance family governance and communication, facilitate family meetings and provide financial education. Our advisors work together with your legal and tax professionals to help you work toward achievement of your goals for generations to come.
Our firm is honored to serve multigenerational families. It brings joy to demonstrate that commitment to legacy with the recent addition of our firm’s first second-generation financial advisor.
