Are you a wealth manager, CPA, real estate professional, or advisor to high-net-worth clients? Roots and Wings Legal™ invites you to collaborate with us to enhance your client offerings through our unique Legacy Engineering™ methodology.

Our services help your clients address their most pressing legacy concerns, allowing you to:

• Retain Clients Post-Exit or Transition: Keep clients loyal to your practice by addressing their full wealth and legacy needs.
• Expand Your Value Proposition: Offer family-office-level legacy services, aligned with your expertise.
• Deepen Client Relationships: Help clients foster purpose, philanthropy, and family harmony, strengthening their trust in you.

What’s Included in the Promotion:

• Free Collaboration Strategy Session (30 minutes): Tailored to explore how our services can complement your business.
• Access to Partner Tools: Preview materials like the Legacy Vision Blueprint™ and co-branded client resources.
• Complimentary Client Education Event: Host a workshop for your clients like “Turning Wealth into a Legacy of Purpose and Impact.”