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
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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Financial Planning
Inheritances – Is Equal Always Fair?

My friend has an aunt who is a widow with two adult sons with very different financial situations.  One son recently sold a business for a large sum and has in-laws that are very wealthy and own multiple homes.  The other son has a more traditional job and he and his wife provide financial support to her parents.  Despite her sons’ different circumstances, this widow feels very strongly that her assets should be divided equally if anything happens to her.  That is the best decision for their family. 

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Financial Planning
Preserving Family Wealth: How Family Meetings Play A Central Role In Successful Wealth Transfers

For families with significant wealth, preserving this wealth from one generation to the next is often a central focus. And it’s a goal for good reason, as data shows that 90% of families deplete their wealth by the end of the third generational wealth transfer.[1]

Cultures around the world have come up with sayings to describe the process of families building—and subsequently losing—their hard-earned assets. In America, it’s “shirtsleeves to shirtsleeves in three generations”; in Italy, it’s known as “from the stalls to the stars to the stall again”; and in China, it’s “from peasant shoes to peasant shoes in three generations.”

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Sound like a good fit for you and your family?