The Heritage Path
Legacy is more than just wealth.
Lestna’s process is built around you - rooted in a genuine desire to protect what matters most. To secure your legacy, we start by truly understanding you.
Timeless Heritage
Your legacy is what you intentionally leave behind — the impact, values, and vision you pass down to those you care about. Your heritage is the wealth, wisdom, and experiences you’ve built over a lifetime.​
We designed The Heritage Path to thoughtfully connect the two. Our structured, five-step process begins by deeply understanding your vision and priorities, ensuring every decision aligns seamlessly with your goals and the meaningful legacy you want to leave behind.
​With The Heritage Path, you’ll confidently turn your heritage into a legacy that lasts.
Family-Focused Legacy & Wealth Planning
Your vision drives our approach. Think of us as your legacy partners - helping you protect what you've built and create a lasting impact.
Inside Our Approach
What does it cost to work with us?
We believe wealth planning should feel like an investment in your future—not a mystery expense. That’s why we use a transparent flat-fee model that’s easy to understand and simple to plan for.
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We don’t earn commissions, kickbacks, or any hidden compensation - ever. Our advice is always impartial, conflict-free, and aligned with your goals.
Ongoing Planning & Investment Management
If you decide to walk The Heritage Path with us long-term, our ongoing service includes comprehensive financial planning and investment management.
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Annual flat fee starts at $7,500
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Fee adjusts based on the assets we manage for you
One-Time Comprehensive Financial Plan
Prefer to start with a one-time plan? No problem. Starts at $6,000, with a max of $12,000, depending on the scope and complexity of your situation​.