Leaving a legacy that can last generations.



“An inheritance
quickly gained at the beginning will not be blessed at the end.”


King Solomon

Cross Generational Wealth

We have a deep understanding of affluent families, their values, practices and shared wealth beliefs. We have created trusted, lifelong relationships with families that contemplate generational wealth with a long term perspective. Wealth across more than one generation can be complex but it doesn't have to be complicated.

  • Comprehensive estate plans
  • Investments that work for multi-generational estate plans
  • The affect of "generation skipping"
  • Trusts providing for children and children's children
  • Understanding cross-generational succession and tax issues
  • Wealth preservation and preparation for the next generation
  • Charitable giving & philanthropy