Legacy Planning
With a story built on legacy, ONST works with families to create a personalized, dynamic guide to share values and transfer wealth to future generations.
- Estate, gift, and trust consulting
- Retirement and financial planning
- Business succession and ownership transfer consulting
- Endowment and Foundation Administration
- Partnership with other professionals to optimize planning strategies
- Wealth and values transfer strategies
Helping you secure your legacy with a comprehensive, fiduciary-focused wealth management strategy.
