Delegators

The Generational Visionary

You're a Generational Visionary—someone who sees wealth not as an end, but as a means to leave something meaningful behind.


You think long-term. You care deeply about your family, your values, and the impact your decisions will have—often beyond your lifetime. And most importantly, you're ready to take action... as long as you're working with someone you trust.

Decision-Making Style: Delegator
You know your time and energy are best spent on what you do best—so you prefer to partner with an expert who can carry the financial torch with care, precision, and transparency.


Financial Motivation: Legacy-Oriented
You're driven by purpose. Whether it’s supporting your family, stewarding a family business, or giving generously to causes you believe in, your financial life is about more than just numbers.


Pace & Communication Style: Thoughtful + Informed
You don’t need to check every line item, but you do want to understand the big picture. You prefer clear, proactive communication that keeps you confident, not overwhelmed.


Values and Priorities

  • Leaving your children or heirs a secure, meaningful legacy
  • Having a clear plan in place with no surprises or goal line scrambles
  • Trusting a financial partner who understands your big-picture goals
  • Confidence that your values—not just your assets—will live on


Potential Blind Spots

  • You may delay action while searching for the “perfect” plan
  • The desire to delegate may lead you to tune out critical conversations
  • Without a structured process, your legacy goals could become assumptions instead of action steps


How We Work With Generational Visionaries

At LaChance Wealth Partners, we specialize in guiding clients like you—people who care about legacy, clarity, and simplicity.

We lead the process and coordinate every moving part: investments, tax strategies, estate planning, charitable giving, and multigenerational conversations. You stay informed at the level you prefer, with a proactive team that protects your time and your intentions.


We’ve helped Generational Visionaries:

  • Build efficient estate plans that reflect their values
  • Create multi-decade giving strategies without impacting lifestyle
  • Prepare children and heirs to be wise stewards of family wealth


Your next best step is to talk through your legacy goals.


We offer a no-pressure, 30-minute conversation to discuss your current strategy and how we might support you.

Click Here to Schedule Your Call now.


You’re building something important. Let’s make sure it continues to grow in the right direction for generations to come.