Legacy Implementation & Philanthropy

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2020 08.21 iStock Web Photo Legacy Optimized_opt.jpgIn today’s complicated environment, the challenges my clients face have such complexity that my role has evolved to not only being of assistance in uncovering and helping identify their financial needs, but also one in helping to define their personal life and philanthropic aspirations. My objective is to help my clients and their families look forward to their futures with clarity and optimism as to how others view their personal and community legacies.

My experience has taught me that we all leave a legacy, but few attempt to craft a narrative for others to follow. By addressing key issues impacting their lives, I lead my clients and their families through meaningful discussions to help develop and implement together an appropriate roadmap to assist them in ultimately achieving what I refer to as financial completeness.

Clearly there are multiple ways to leave a legacy. Some individuals dedicate their lives to bringing time and knowledge to their passions. Still others might leave money to their descendants that serves as a foundation on which they can build their futures. Given both legacy and philanthropy are seemingly intertwined, many people leave funds to charities and causes they care about. Some choose to do so privately while others may do so in the public domain.

In working with my clients and their families to help uncover their definition of what leaving a legacy means to them, I utilize a number of impactful conversations and a series of thoughtful questions, some of which are as follows:
  • What legacy, or more importantly, what story do you want to leave?
  • What kind of an impact do you want to have on your community?
    • Do you envision memorializing a larger-than-life persona that inspires your community?
    • Do you wish to be remembered for your work with local youth?
    • Is there a funding need for a local service program you wish to support?
  • How do you wish to align your values to your philanthropic endeavors?
    • What values do you believe your life should stand for?
  • How would you expect the world be a better place because you were in it?
    • How do you want to be remembered by your friends, and most importantly, your family?
    • Whose lives will you have touched and how will you make it impactful?
    • What lessons would you like to pass on to future generations of your family?
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As Wells Fargo Advisors does not provide legal or tax advice I can work with you, including your CPA and attorney, to help develop an estate planning strategy for your circumstances. Regardless, be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed in your state.

I look forward to working with you in crafting a plan that helps utilize your time, talent, and treasure in making a difference to the lives of others by helping you create a lasting and meaningful legacy for your family.

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To learn more about how I work with my clients’ legacy implementation plans and their philanthropic endeavors, or my other personal wealth management disciplines including my lifestyle continuity process, please feel free to contact me for an initial conversation, or to schedule a private briefing together.

2020 09.21 CFH headshot 101x124 _opt.jpgChristopher F. Hunter, ChFC®
Vice President - Investment Officer
1401 N. Magnolia Avenue, Suite 1401
Orlando, FL 32803

Call 407.649.6026
E-Mail: Chris.Hunter@WFA.com