Family Succession & Generational Wealth

Solidify Your Legacy

There are two critical stages in your child’s life related to wealth. The first is the introduction and education process for building wealth for themselves and their future. The second is involving your child in the management and the preservation of your wealth based on your values and priorities. Both are sensitive, difficult roads wrought with questions and concerns.

Because for our clients and their children, how they get there matters.

Introducing your child to their wealth building journey

The journey of building wealth lasts a lifetime but begins with a foundation of fundamentals and education. We recognize the importance of educating the next generation on building and managing their wealth. This is a service we take very seriously. We have developed a holistic approach to wealth management specifically for the next generation as they establish the financial foundation for the rest of their lives. This approach includes discussions on:

Budgeting
Investments
Tax mitigation
Retirement plans
Insurance needs

College educational saving strategies
Proper debt management
Real estate
Employer benefits
Estate planning

Including your children in your wealth process

Involving a child in your financial discussions is a significant decision. Knowing they understand your vision and values related to wealth is critical to your peace of mind. Having a financial team in your corner who understands your principles and priorities can make a world of difference in that conversations. We can assist our clients in discussing::

Investment approach
Portfolio management
Long term care planning
Generational gifting

Estate planning
Charitable interests
Estate depletion risk
Transfer of wealth

Let’s Work Together