How we help

Family & Legacy Planning

Financial security brings the opportunity to share one’s knowledge, passions, and lessons learned. At Birchbrook, we listen and learn your story, in order to understand your values, and to help protect, educate, and guide the beneficiaries of your legacy, whether generational or charitable. We assist in the creation and administration of family trusts, special needs trusts, and charitable vehicles such as donor advised funds and charitable trusts.

Serving generations

We are privileged to provide service to generations of clients, providing guidance, an objective sounding board, and education to pass your financial and charitable values on to the next generation. Always with care and compassion, Birchbrook assists in planning for educational expenses, gifting strategies, family charitable funds, and transition of family legacies.