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


phone

317-816-0800





address

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.



Insights

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"