Multi-Generational Wealth Families 

Families with generational wealth need more than a financial plan, they need sophisticated legacy planning, comprehensive investment management, and wealth preservation solutions. We understand the complex challenges facing today’s affluent families which is why we take a collaborative approach to estate and succession planning. Our concierge service model ensures personal coordination with your team of professional advisors in all critical areas:

  • Estate Planning Collaboration
  • Trust Management
  • Wealth Strategies & Preservation
  • Wealth Transfer Planning
  • Family Governance & Education
  • Tax Strategies & Organization
  • Education Planning
  • Risk Evaluations
  • Philanthropy
  • Business Succession Planning
  • Leveraged Lending
  • Consolidated Reporting

 

We work with each family on a personal level to address their priorities and aspirations, coordinate family planning sessions and provide resources and education for various life stages.

 

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Contact us to set up your initial consultation meeting to develop your financial and wealth management plan.