Traditional financial and estate planning focuses on tax optimization strategies, asset allocation, and wealth preservation, but at Bush & Company, we begin our process with something deeper—what we call “Above-the-Line Planning.” This approach focuses on the core values, purpose, and mission that define a family, ensuring that wealth serves as a tool for strengthening relationships, preserving legacy, and creating lasting impact. Instead of waiting to communicate what matters most until estate plans are revealed after death, we encourage families to live out their legacy now, engaging future generations in the process.
A key part of this approach is our Family Legacy Questionnaire, designed to spark meaningful conversations that often haven’t taken place simply because families didn’t know the right questions to ask. By prioritizing family communication, intergenerational values, and financial literacy, we help ensure that wealth is not only preserved, but used intentionally, leading to greater fulfillment, stronger family bonds, and a legacy that truly endures.