To our community of great clients, partners, and friends... As Evergreen Legacy Planning LLP (ELP) founders, Jonathan Mintz, JD, TEP and I have decided to close the doors of ELP and transition our focus entirely to The Bespoke Group Unlimited (@BespokeGroupCO ). This move allows us to better serve the evolving needs of our clients in the dynamic landscape of #wealth management and #estateplanning. Reflecting on Our Journey… Since our founding in March 2017, ELP has been at the forefront of integrating new technologies and assets, such as #bitcoin and other #digitalassets into estate planning strategies. Our pioneering efforts and dedication to education and excellence have established us as leaders in this field. The success of our clients, especially those in emerging technologies, has inspired us to create Bespoke, a multi-family office designed to meet the unique needs of first-generation wealth builders. Why the Change?... The remarkable growth and success of Bespoke demand our full attention and resources. With sole focus on Bespoke, we can push the boundaries of wealth management and estate planning to ensure our clients receive the highest level of service and innovation. This transition marks not an end, but the beginning of a new chapter. What This Means for Our Clients… Our commitment to innovation in estate planning remains unwavering. Bespoke will continue to offer estate planning strategy and support, building on the foundation of trust and thought leadership established at ELP. Although we will no longer provide legal services directly, we will ensure our clients have access to exceptional legal services through our extensive network of trusted law firms and attorneys. This transition is a leap towards realizing our vision for a future where wealth management and estate planning transcend traditional boundaries. Together, let us look forward to a future filled with innovation, growth, and continued excellence. Continuing our Journey Together… I want to extend my deepest gratitude to each of you—our clients, colleagues, and community. Your trust, friendship, and support have been the bedrock of our journey at ELP. As we transition to Bespoke, I look forward to continuing to nurture these invaluable relationships. And please, stay connected. For updates, educational resources, and more information on collaborating with us, please visit BespokeGroup.io and subscribe to our quarterly newsletter. Thank you for being an integral part of our journey, Matt McClintock

I've seen similar numbers for SFOs (single-family offices) & most face similar risks. They also struggle with finding objective talent with a broad range of experience and expertise. Unfortunately, most MFOs (multi-family offices) in the US are really just successful RIAs who bundled some proprietary products into a fund and create window dressing for broader strategic advisory services. This is the reason we created @BespokeGroupCO . We formed by combining decades of experience in estate planning, wealth structuring, asset protection, privacy, and global financial services to be a multi-family office that emphasizes proper ownership of assets (How to Own) with careful jurisdiction selection (Where to Own) to work with asset allocation (What to Own) in the context of a family's ultimate wealth objective (the "Why").