Multigenerational Planning & Wealth Building
“The lessons of the past should steer us towards ensuring lasting legacies for generations yet to be born.”
– Hun Sen, Cambodian Statesman
Multigenerational Planning & Wealth Building
Our multigenerational planning and wealth management process is designed around families; addressing the needs of all generations so our clients can achieve a sound financial legacy that they can be proud of.
1. Estate and Legacy Planning
- Advise on the implementation and proper use of estate planning tools: wills, trusts or powers-of-attorney (financial and healthcare)
- Provide education and guidance on charitable giving alternatives
- Review ownership and beneficiary designations on all accounts
- Review estate planning documents to verify they are up to date and coordinate with the financial plan
- Assist estate planning attorney with financial planning data
- Provide advice on gifting strategies
- Monitor changes of ownership of assets during an acquisition or after a marriage, divorce, inheritance or other significant life event
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