Let's Maximize Your Legacy Potential

There are a lot of similarities, but estate planners are typically attorneys or have a strong focus on legal documents. We serve primarily in an educational capacity, helping families consider and visualize their options–before working with an attorney and/or trust company to bring a plan to life.

We work directly with families–and we find many of our clients through word-of-mouth. Once people “get” what we do, they want to share Apex with others! There’s a misconception out there that estate/legacy planning is for families with very high net worth–or just for people approaching or in retirement. But the vast majority of our clients are “normal” families, with average homes and estates, who want to make the biggest difference they can. And the earlier they start those conversations, the better! A good legacy plan will grow with you and your estate…so we can help you set a solid foundation now and then revisit your plan to make tweaks as your family or situation changes. 

We also serve organizations. We can be contracted to work directly with donors, clients, or staff members–carrying out our signature program in condensed chunks of time at a discounted rate.We can also support a nonprofit’s staff in campaign strategy, marketing around planned giving, long-range fundraising, or the facilitation of planned gifts.

If you’re interested in discussing how Apex may be able to partner with your organization, let us know.

We are based in the Twin Cities (Minneapolis and St. Paul, Minnesota), but travel to work with clients across the Midwest and beyond.

By design, we’re third-party consultants with specific training in charitable giving tools and tactics. We’re not attorneys, and we don’t sell financial investments/products. We don’t have “skin in the game” and charge a flat fee, so there are no conflicts of interest, and we can simply help people make the absolute best decisions for their situation. 

That said, our team has a broad background in fundraising, psychology, higher education, marketing, creative storytelling, event planning, and leadership development. Rest assured that we bring all of that–plus some humor, personality, and a strong desire to serve–to the table with us. We’re life-long learners who stay up on tax laws, economic shifts, and giving trends so you don’t have to. We also maintain a strong network of trusted professional partners that we can bring in, as needed, to support families and nonprofits beyond our expertise.

Let’s schedule a free 20-minute, no-pressure consultation to talk about how we might be able to serve your family or organization. Reserve a time on Calendly!