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.



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