Estate planning at Orion Capital is about bringing structure and intention to how your wealth is preserved, transferred, and remembered. Our role is to help you think through complex decisions thoughtfully, with strategies designed to support your family, values, and long-term priorities.

Rather than focusing only on documents or transactions, we approach estate planning as part of a coordinated financial picture that connects your assets with the legacy you want to leave.

For many families, estate planning is not just about transferring wealth, but about providing clarity, continuity, and purpose across generations. We work with clients to evaluate how financial decisions today may impact loved ones in the future, while helping bring alignment to often sensitive conversations.Our estate planning guidance may include:

• Legacy and generational wealth planning designed to support long-term family objectives across generations
• Estate and liquidity planning to help address cash flow and funding needs
• Wealth transfer and gifting strategies consistent with your goals
• Coordination with estate planning attorneys and tax professionals
• Scenario analysis to help evaluate different planning approaches

All strategies are considered within the context of your broader financial plan.

Defining a legacy often involves conversations that can feel uncomfortable or complex. We help clients create a framework for discussing goals, expectations, and values with family members, helping reduce uncertainty and misalignment over time.

When appropriate, we can assist with preparing for family discussions by helping clarify priorities and outlining financial philosophies intended to guide future generations.

Estate planning is not a one-time exercise. As laws, family dynamics, and financial circumstances change, plans should be revisited. We provide ongoing guidance and coordination to help ensure your strategies remain aligned with your intentions.

A meaningful estate plan reflects your values as much as your balance sheet. If you are thinking intentionally about legacy, family, and the impact you want to leave behind, Orion Capital offers thoughtful guidance designed to support those conversations across generations.

Orion Capital does not provide legal or tax advice. Estate planning strategies are implemented in coordination with your independent legal and tax advisors.