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
Saying Goodbye to a Loved One: A Financial Checklist

The passing of a loved one is an exceptionally difficult time in life. It has been more than five years since my parents passed away, and at times the feeling of loss is so acute it catches my breath. I was honored to be their personal representative and executor, and had the time and experience to be sure their finances were well prepared for such a transition. Despite this preplanning, the process was still painful and cumbersome.  

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Financial Planning
5 Strategies for Managing Multi-Generational Wealth

One of the aspects that I like most about my job is learning about the unique objectives of families. Interestingly enough, many financial planning goals of my clients are not always apparent from the onset of the relationship. One area of consistency, though, that I find among affluent families is a focus on preserving generational wealth.

There is certainly a large degree of complex planning needed to ensure your hard-earned assets are distributed according to your wishes and kept out of the hands of the government. In this article, I share five strategies I use when helping affluent families preserve their generational wealth.

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Financial Planning
How To Promote Financial Values Across Generations

Every family we work with is unique. However, over the years, I have found one common denominator: all have built wealth through sacrifice, hard work, and a strong set of financial values that includes monitoring spending and prioritizing saving.

These values, coupled with a thoughtful investment strategy, have allowed many families to accumulate more wealth than they could ever spend in their lifetimes. As a result, a significant portion of this family wealth will be passed down to the next generation at some point in time, and many family leaders feel anxious about this wealth transfer: How will this wealth transfer impact family dynamics? Are the kids ready to assume the financial responsibility? Will they manage financial opportunities appropriately? Will the values that built this wealth live on?

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Sound like a good fit for you and your family?