Legacy Architecture

Protect the Core. Prepare the Future.

Great families don’t just leave wealth behind. They leave clarity, continuity, and control. At ERX, estate planning isn’t about documents.

It’s about design — of values, transitions, and outcomes.

Why Strategy Must Come First

Most legacy failures don’t come from bad intentions. They come from fragmented planning, reactive execution, and poor communication across generations.

We work with families to solve for the full equation — structuring assets, ownership, governance, liquidity, and intent — so that wealth doesn’t just survive, but serves.

Our process integrates legal, tax, investment, and family dynamics into one unified estate architecture — customized, coordinated, and built to endure.

What We Deliver

• Legacy Structuring & Wealth Transfer Strategy

- Reduce friction. Preserve intent. Ensure continuity of values and capital.

• Entity & Trust Optimization

-Align ownership and control across trusts, partnerships, and multi-generational structures.

• Intergenerational Stewardship

- Prepare heirs not just to receive, but to lead — with education, governance, and engagement.

• Family Office Advisory

- From foundations to governance frameworks, we serve as strategic counsel across generations.

Your legacy isn’t measured by what you leave.

It’s measured by what still works — and still holds — when you’re no longer here.

Let’s build that. [Start the Conversation →]

We Believe In The Power of Ethical Wills.

During our lifetime we will make many choices, face many obstacles and live many adventures that will shape and define who we are. Like most people, you may want to convey to your loved ones how those choices, obstacles and adventures have shaped, taught and molded you throughout your lifetime. Creating an Ethical Will can ensure that your legacy will live on through your loved ones.

A Love Letter {Ethical Will} is a document for your loved ones that communicates your love, appreciation, and memories of the people who have been an important part of your life. An Ethical Will is not a legal document; they have no standard form or structure; it is distinct from legal documents like a last will and testament or a living will.

The practice of leaving an Ethical Will is an ancient tradition referenced in the Bible and found in many cultures. Writing a Love Letter {Ethical Will} to your family members is an amazing way for you to share your life experiences - who we are, who we became, family traditions, and family history that might otherwise be lost forever - personal values, beliefs, blessings, advice and your hopes and dreams with your family.

You might speak of what is good and admirable in each of your loved ones and of the gratitude you feel that each is in your life. It doesn’t matter if you send a letter, an email, a book, a video or audio recording, song or poem, or create a scrapbook or collage… what matters is the content. In writing from the heart, you will discover more of who you are and what your true legacy is; you will better come to understand how you have fulfilled your purpose and what you hope to be remembered for. There is no greater satisfaction in completing your gift and ensuring its safe passage to the next generation. Don’t forget to add: Family photos, recipes, clothing, and items of sentimental value.

Ethical Wills can be written and shared at any time. Some families want to share this information while they are still alive and can engage in conversations about the past. They can also be used to explain why certain decisions were made in a last will and testament or to tie the loose ends of a life together for oneself and others.