Multi-generational families

You’ve accomplished significant wealth. What kind of legacy do you want to leave? At Chapman Gergen Group, we have worked with affluent families for over two decades, and have extensive experience helping clients to preserve their wealth across generations. Our collaborative process will focus on your priorities, goals, concerns, and values. Whether you are looking to transition the family business or create a lasting philanthropic legacy we have the experience to help you make an informed decision. As our client, we can assist you and your family with:

Wealth management services

  • Traditional investment strategies
  • Alternative investment strategies
  • Liquidity strategies
  • Cash management and bill pay

Tax-conscious planning

  • Tax-efficient investment strategies
  • Tax management strategies
  • Estate considerations and gifting
  • Charitable giving strategies

Estate succession planning services

  • Trust and estate consultation
  • Wealth transfer strategies
  • Business succession planning
  • Family governance and next generation education planning
  • Insurance strategies

Philanthropic advisory services

  • Donor advised funds
  • Charitable trusts

Let's start the conversation

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