for Multi-Generational Families

Significant wealth comes with opportunities — and challenges.

Managing your family’s generational wealth comes with a host of considerations, challenges, and opportunities. We help you manage this wealth and the family dynamics that come with it. And by doing that, we can help you achieve near-term objectives while working toward a meaningful legacy.

What you can expect

  • Advice that is driven by your values

    When you first connect with our team, you'll find that we ask a lot of questions and listen more than we speak. Only after we truly understand you and your values do we make recommendations that can support your family's long-term objectives.

  • A steady hand for complex matters

    With wealth comes complexity — both in terms of financial management and sometimes, family dynamics. We help people navigate complex planning topics and serve as your go-to resource for every financial decision you will encounter.

  • A commitment to the next generation

    We work to educate and empower your children and grandchildren. Through this approach, we help prepare them for the responsibilities, opportunities, and challenges that are part of managing family wealth.

Our Insights

Throughout the year, we publish articles that share planning opportunities for multi-generational families.

Financial Planning
Nurturing Wealth Across Generations: A Guide to Multi-Generational Wealth Planning

Often referred to as the “Great Wealth Transfer,” studies show that roughly $84 trillion in assets amassed by baby boomers will change hands over the next 20 years. When examined more closely, a third of today’s high-net-worth individuals inherited their wealth.  According to the UBS Billionaire Ambitions Report, in 2023, more new billionaires were created by inherited wealth rather than entrepreneurship. This trend looks to continue in the years to come for many wealthy families (not just billionaires).

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What Can Your Family Achieve with a Boutique Family Office?

For the past few years, we’ve been using the tagline “Managing Complexity, Delivering Simplicity.”  Sounds nice, maybe even pithy.  But what does it really mean, and why would anyone care?

Speaking from my own experience, both in servicing clients for over thirty years and in handling my own financial affairs, I can tell you that the answer is pretty simple; when you accumulate wealth, you accumulate complexity too. Fighting through that complexity, making sense of and managing the details, and simplifying what we can, when we can, is among the things that our team at Strategic Wealth Partners does best.

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Financial Planning
The Power of Giving Now

When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one.

Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.

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Sound like a good fit for you and your family?