Multi-Generational Families

Your Family. Your Wealth. Your Legacy.

Striving to preserve family wealth and preparing heirs for the responsibility of
succession requires complex planning driven by each family’s unique values.

We work with multi-generational families helping them develop strategies around
what can be an overwhelming task of how to tackle their complex financial life.

Together, we create solutions that help bridge the gap from where they are now and where they want to be in the future. Emotions can ride high and can get in the way of making smart, well-informed, logical decisions. We are the sounding board guiding families through the noise to clarity and helping them be
confident stewards of their family wealth.

70% of wealthy families lose their wealth by the second generation and 90% by the third generation.*

Top Five Biggest Issues Facing Multi-Generational Families

Preserving Your Wealth

Mitigating Taxes

Taking Care of Your Heirs

Safeguarding Your Assets Against Being Unjustly Taken

Charitable Giving

Our Wealth Management Process

We welcome the opportunity to talk with you about your wealth concerns and its impact on your family life, values, culture, and happiness.

Schedule a Financial Assessment

Source: *Nasdaq.com on Personal Finance. "Generational Wealth: Why do 70% of Families Lose their Wealth in the 2nd Generation?", contributor David Kleinhandler, published October 19, 2018.