Multi-Generational Family Wealth

Wealth across generations requires intentional coordination and communication. We work with established families to transfer not just assets, but values, financial literacy, and responsibility across generations.

Our generational family services include:

  • Wealth transfer planning
  • Building wealth and financial planning
  • Debt, budget, and cash flow management
  • Equity compensation and employee stock awards
  • Mortgage lending and planning for first time home purchases
  • Inheritance management
  • Self-employment retirement plans
  • Family planning and 529 educational accounts
  • Philanthropy and values-based investing
  • Early retirement planning
  • Long-term care planning for parents

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