Your wealth and legacy Preserve it for generations to come

Young Business Transition Consultants Steven M. Young, Mose Richardson, Anastacia L. Young, Penny Bowman Kropke

Young Business Transition Consultants




8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

When it comes to thinking about legacy planning, our team strives to understand more than your finances, but also the individuals and emotions that could affect your choices. With these insights, we can then work with you and your other professional advisors to structure a multi-generational plan for safeguarding and transferring your assets with care and sensitivity. So that you can leave behind a legacy that lasts for generations.


Access the latest views and financial market coverage

Access the latest views and financial market coverage

Euromoney names UBS World's best bank for wealth management

"World's best bank for wealth management"