Secure Your Legacy
Beyond Your Lifetime
McCune.Finance is an AI-powered wealth management platform that helps secure your family's financial future for generations. Unlike traditional advisors who focus only on your lifetime, we build a lasting legacy that reflects your values and vision for decades to come.
Your Journey To Financial Heights
Each service we provide is a step on your family's journey to establish a lasting financial legacy that will endure for generations to come. Our comprehensive approach addresses all aspects of wealth preservation and growth.
Revolutionary AI Technology
Meet SherpAI: Your Family's Financial Guardian
SherpAI is our proprietary AI system designed to guide your wealth across generations, adapting to changing markets and family needs while honoring your financial vision and values. Unlike standard algorithms, SherpAI understands the human elements of wealth management.
Perpetual Learning
SherpAI continuously adapts to changing financial landscapes and family needs, analyzing global market trends and adjusting strategies in real-time to protect and grow your assets.
Post-Quantum Security
We utilize quantum-resistant encryption to ensure data remains secure for generations, staying ahead of emerging threats that could compromise traditional security systems.
Generational Timeline
Our platform maps your family's financial journey across decades, not just years, with predictive modeling that accounts for future family growth, economic cycles, and technological shifts.
Legacy Analytics
Advanced visualization tools help you understand how your decisions today impact wealth for future generations, with scenario planning that models different approaches to legacy management.
How SherpAI Works
- 1Value CaptureSherpAI conducts in-depth interviews to understand your financial values, goals, and vision for future generations.
- 2Strategy DevelopmentUsing advanced modeling, SherpAI creates a multi-generational financial strategy aligned with your values.
- 3Continuous AdaptationThe system monitors markets, family changes, and economic shifts, adjusting strategies while maintaining core principles.
- 4Family EducationSherpAI creates personalized learning paths for heirs, ensuring they understand and respect your financial vision.
Generational Planning in Action
See how SherpAI maintains your financial legacy across decades, adapting to family changes while preserving your core values and intentions.
Family Milestone: Johnson Family Trust Established
Initial wealth management strategy focused on first-generation goals and immediate family needs.
SherpAI integrated with family trust management
Establishing value-based investing protocols and education fund allocations for third-generation members. SherpAI analyzes historical family decisions to maintain consistency with founder's values.
Family Query: How will education funding adapt as the family grows?
Fourth generation begins to emerge, raising questions about resource allocation and educational priorities.
Based on the growth projections and the ethical investment guidelines John established, I'll automatically adjust allocations to accommodate all fourth-generation students while maintaining the sustainability principles prioritized in the legacy plan.
SherpAI provides detailed funding models that balance educational opportunities with long-term financial stability.
SherpAI is projecting family growth patterns and financial needs through 2075
Portfolio Tiers
Choose the portfolio tier that aligns with your financial goals and legacy aspirations. Each tier offers unique benefits and features to help you secure your family's future.
Minimum Investment: $500,000
- Multi-generational planning
- Value-based investment strategy
- Annual family review
Minimum Investment: $2,000,000
- Enhanced multi-generational planning
- Customized value-based investment strategy
- Quarterly family reviews
- Access to SherpAI insights
Minimum Investment: $5,000,000
- Comprehensive multi-generational planning
- Bespoke value-based investment strategy
- Monthly family reviews
- Dedicated SherpAI advisor
- Post-quantum security
The McCune Difference
Most financial advisors focus on wealth during your lifetime. We believe true financial planning means securing your legacy for generations beyond. Our approach fundamentally reimagines what wealth management means.
Registered Investment Advisor
As a fiduciary RIA, we are legally obligated to put your interests first, now and for generations to come. This means complete transparency in our fee structure, investment choices, and decision-making processes.
Perpetual Guardian
Our unique AI-powered platform ensures your financial legacy continues exactly as you envisioned it, even when you're no longer here to guide decisions. SherpAI becomes the institutional memory of your financial values.
Value-Driven
We help you codify your financial values and principles to guide decisions long after you're gone. This includes ethical investment boundaries, philanthropic priorities, and family support guidelines.
Comparative Advantage
| Feature | Traditional Advisors | McCune.Finance |
|---|---|---|
| Planning Horizon | 5-25 years | 50+ years |
| Value Preservation | Limited | Comprehensive |
| Heir Preparation | Basic | Extensive |
| AI Integration | Minimal | Complete |
The Hidden Challenge of Wealth Preservation
Traditional wealth management focuses on asset growth during your lifetime, but what happens to your legacy after you're gone? The statistics reveal a troubling pattern that most advisors don't address.
The Wealth Erosion Problem
70%
of family wealth disappears by the second generation
90%
of family wealth is gone by the third generation
3%
of family businesses survive to the fourth generation
This "shirtsleeves to shirtsleeves" phenomenon occurs because conventional approaches fail to address the true complexity of multi-generational wealth transfer. The problem isn't just financial—it's about values, education, and preparation.
McCune.Finance was specifically engineered to solve this generational wealth challenge.
The McCune Promise
- ✓Your values and principles will guide all future financial decisions, creating a consistent approach across generations
- ✓SherpAI will adapt to changing conditions while maintaining your core principles, balancing flexibility with consistency
- ✓Your family will have a dedicated financial guardian that understands your intentions and can explain decisions to future generations
- ✓Regular family education and governance to ensure smooth transitions and prepare heirs for their financial responsibilities
Success Stories
Hear from families who are securing their financial legacy for generations to come with McCune.Finance. These clients have experienced the difference our approach makes in long-term wealth preservation.
"McCune.Finance transformed our approach to legacy planning. The SherpAI system gives us confidence that our grandchildren's financial future is secure, even when we're no longer here to guide them. The detailed value mapping process helped us articulate principles we'd never formally expressed."
James & Martha Wilson
Multi-generational clients since 2020
"Setting up our family trust with a traditional advisor was just the beginning. McCune's SherpAI brings our values into the equation, ensuring our philanthropy continues in alignment with our principles. The difference is night and day—they understand the human side of wealth."
Dr. Sarah Chen
Legacy Planning Client
"As someone concerned about preserving family wealth beyond my lifetime, I've found McCune's approach revolutionary. Their emphasis on value transmission alongside financial assets is exactly what my family needed. The educational programs for my children have already improved family financial discussions."
Robert Hernandez
Estate Planning Client
Ready to Secure Your Family's Financial Legacy?
Our post-quantum security approach ensures your wealth remains protected against future threats, while SherpAI guides your legacy through generations to come. Start the conversation today about how we can help preserve your financial vision.
Our systems use quantum-resistant cryptography to ensure your family's financial data remains secure for generations.
Begin Your Legacy Journey Today
The first step is a comprehensive consultation where we'll discuss your financial goals, values, and vision for future generations.
1. Discovery
In-depth discussion of your financial values and goals
2. Strategy
Custom legacy plan development with SherpAI
3. Implementation
Seamless execution and ongoing management