Next Generation Planning
It is our mission to build long-term relationships with our families that span generations. As your wealth advisor, we go the extra mile to educate children, grandchildren and others important to you about the importance of wealth planning. Working side by side with you and your family members, we help you navigate through the complexities and help you answer difficult questions.
-
What is the most appropriate gifting or trust arrangement for those I love?
-
Should we leave money to our children outright or at different ages?
-
What should I consider before loaning money to a family member?
-
How can I transition my wealth without conflict?
-
How do I integrate my charitable intentions into my legacy plan?
-
What’s the best way to inform our children and grandchildren about our legacy plans?
-
Is it the right time to set up a family foundation?