Multi-Generational Wealth Planning

Generational wealth planning takes a step beyond traditional estate planning. Our process helps families align ​their wealth with their values and build on family legacy. Thereby enabling family members to focus their time, talent, and gifts ​to move from family financial success to individual significance and well being. It is our goal to aid our clients in efforts to prepare the next generation for the money while managing the money for the next generations.   ​