While every family is unique, each faces common obstacles. We help clients navigate these obstacles and address the challenges of sustaining wealth with a multigenerational perspective.
For many of our clients, the development of a plan to preserve and protect assets over a number of generations is an important consideration. Proper planning can provide management, significant tax savings, and important asset protection for larger estates.
An important aspect of multigenerational planning is an educational mandate to teach the children and grandchildren of wealthy clients about values, stewardship, and managing their own affairs. We willingly look for opportunities to engage the children of our clients as an important aspect of long-term planning.