Wealth That Spans Generations
Our Family Legacy Planning and Education team is dedicated to guiding your family through generational planning conversations.
Securing multi-generational wealth requires careful planning and communication.
Educational resource to explain Family Legacy Planning and how it may benefit your particular family
Help build a structure to facilitate communication and decision making within families based on shared values and goals
Assistance with developing a communications portal for the family to access shared information
Assistance in defining roles for each family member to stay engaged and develop skills with the support and guidance of the collective family
Coordinate multigenerational family meetings to work through different viewpoints regarding wealth and manage conflicts
Guide families through the process of developing a shared vision and formalizing the family’s wishes through governance and family legacy documents
Assisting all generation levels regarding financial literacy, charitable planning and preparation for transferring wealth or selling a business
Assisting families with a shared and coordinated vision of philanthropy and sustainable investing
In the newest installment of our series on special needs and special education planning, we cover the important topic of mental …