THE EVOLUTION OF WEALTH STRATEGY

Every successful wealth journey is defined by thoughtful evolution.

At Larson Wealth & Legacy, advancing does not mean abandoning what has been built. It means expanding perspective, refining strategy, and understanding that time reshapes not only assets— but the way we protect, structure, and transition them.

For years, our foundation has been trust, precision, and uncompromising excellence. We have crafted robust structures, cultivated enduring international partnerships, and delivered far more than technical solutions: we have delivered continuity, resilience, and generational security.

Today, we guide families in navigating a world where regulatory change, mobility and global exposure demand sophisticated, future-ready planning.

A NEWS VISION FOR GLOBAL FAMILIES

LWL emerged from experience— yet is driven by a bold vision of the future.

Our name reflects who we have always been, while our purpose reflects who we are becoming. We believe that global families are not merely managing assets; they are designing the architecture of their legacy.

Every structure, every decision, every jurisdiction shapes the trajectory of wealth. Which is why our work goes beyond technical compliance or isolated strategies. We build integrated solutions that unite tax intelligence, succession planning, governance, and international mobility.

Larson Wealth & Legacy stands firmly on decades of cross-border expertise, while remaining acutely focused on what lies ahead. Because the future of wealth is not a fixed destination. It is a daily act of design.

GLOBAL ASSET
PROTECTION
Preserving wealth across borders with legal precision.

OUR SOLUTIONS

INTERNATIONAL COMPANY
& TRUST FORMATION
Expand your goal presence with secure, efficient, and internationally structures.

PRE-IMMIGRATION
TAX PLANNING
Anticipating tax exposure before your move.

PRE-EMIGRATION
TAX PLANNING
Exiting with clarity, efficiency and control.

GLOBAL FINANCIAL
INSTITUTIONS COORDINATION
Connecting strategy with leading financial partners.

FAMILY GOVERNANCE
& WEALTH EDUCATION
Preparing families for lasting wealth across generations.

PURPOSE, STRATEGY, AND FORWARD VISION

LWL was built on the evolution of those who understand that meaningful legacies require intention.

What we create today determines what future generations will inherit. Wealth moves, families relocate, jurisdictions shift— and the structures that protect them must be engineered accordingly.

Our approach blends technical mastery with strategic foresight, allowing us to craft bespoke frameworks for families with global footprints.
Here, governance is deliberate. Planning is proactive. And the future is shaped, not predicted.

Explore why our clients trust us to guide their most important decisions, and how our philosophy turns complexity into clarity.