Your legacy is more than a number on an account statement. It involves everything that is important to you. Multigenerational planning is a holistic approach that takes into consideration the needs of all age groups throughout all stages of financial planning. It provides navigation from the summit. Our approach will assist older generations who have successfully passed through the wealth accumulation and protection stages of their life.
You want to ensure that your lifetime efforts are strategically positioned. In the wealth distribution phase, seniors with substantial net worth, including real estate and closely-held businesses, may face substantial estate taxes that can ultimately deplete their estate. Let us to assist you in creating a plan to preserve and pass on your legacy for future generations!
Risk Management