Every family has a story—and every story deserves a financial plan that reflects it. I’m Conor Amyot, and I help families build clear, lasting plans that make it easier to grow, protect, and pass along wealth with confidence.
Family financial planning isn’t just about money—it’s about relationships
When I work with families, I start with a conversation. Not about portfolios or tax strategies (that comes later), but about what really matters: What are your values? Who are you trying to protect? What does a successful future look like—for you, and for the people you care about most?
Once I understand your goals and your family dynamics, I help you create a plan that supports both.
Protecting your wealth—and preparing your family for it
My role is twofold. First, I help you find the most tax-efficient ways to transfer wealth based on your current goals. That might mean using insurance, trusts, donations, or structured income planning. We’ll build a plan that reduces tax, avoids surprises, and aligns with how you want your legacy to unfold.
Second, I help your family prepare for what’s coming. Sudden-wealth events—like inheritances—can feel overwhelming or even create conflict. I help the next generation understand what they’re receiving, how it works, and how to handle it responsibly. That support can make all the difference.
Bringing generations together through open communication
Strong financial planning for families depends on clear, respectful conversations. I create a comfortable space where every voice is heard—whether you're a parent, child, or grandparent. When everyone understands the “why” behind the plan, decisions become easier. Trust grows. And the plan works better.
Your legacy, your way
You decide how your wealth will impact the next generation. Whether you want to give now or later, control how funds are used, or build in flexibility, I’ll help you design an estate plan that reflects your wishes and adapts to life’s changes.
And I don’t stop at the plan. I stay involved. I’ll be here to support your family through each phase of life, making sure everything stays aligned and nothing slips through the cracks.