Generational Family Wealth Planning

Multi-Generational Families

Preserving wealth across generations.

Legacy. For many, their family's wealth was the product of hard work, ingenuity, sacrifice, and intentionality. Preserving that wealth as it passes to the next generation isn't just a matter of transferring dollars and shares, but passing along the values and history that built that legacy. How and when that transfer takes place can be a matter of personal preference and pride, but it also requires careful consideration of tax laws and years of preparation and planning.

Serving multi-generation families provides us with the opportunity to provide:

Multi-year gifting strategies
Estate tax and probate minimization strategies
Financial education to the next younger generations

The Jerry's Story

Frank and Anne had spent their life near their childhood home, surrounded by their kids and grandkids. They had retired as successful business owners and left their company to their children to manage as they pursued their retirement life. Supporting their grandchildren became their biggest joy, both through family trips for shared exeriences as well as helping put them through school.

Our team played a vital role in regularly reviewing their estate documents, helping them determine in what ways they wanted to pass their wealth down to the next generation, and helping them accomplish that during their lifetime by funding educational savings accounts and annual family vacations.

Experiences* cited here may not be representative of the experience of other customers. There is no guarantee that similar outcomes or success will occur in the future. This is not an offer or solicitation of an offer to buy or sell any securities, products, or services. All investments carry a level of risk, including loss of principal.

*names have been changed