WHAT IS IMPORTANT TO YOU ...
AND WHAT DOES YOUR PLAN SAY ABOUT IT?

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Know where you
are going — and why.

Sage360 Advisors is a consulting firm that draws on a wide range of proven processes and tools to help family businesses and affluent families create sustainability and purpose for themselves, their affluence, their visions and their enterprises. We work with:

We got our start in traditional estate planning,

first from a legal perspective and then from a financial planning perspective. The more we worked with clients, however, the more we realized the hunger for something that was not driven by death and taxes but by life, shared purpose and deep family connections.

Our journey to creating Sage360 Advisors was much like the one our clients take when they engage us.

Layers of conventional wisdom and traditional approaches were stripped away, deep, open-ended questions were asked and a profound, heartfelt purpose was created. Whether you are a wealth creator, a family member or a trusted advisor, you probably haven’t worked with anyone like us before.

We invite you to begin your journey with us.

 

 

WHO WE ARE

WHAT WE DO

CASE STUDIES

ARTICLES & IDEAS

CONTACT US

START THE JOURNEY

70% of estate plans fail by the third generation, separating heirs from their wealth.

LNT