Multi-Generational Estate Planning

Multi-generational estate planning is a way to ensure that a legacy can be passed on for generations.  This process consists of a series of important elements:

  •  Drawing from a family’s history, strengths, and values to develop visions for the future and support family continuity.
  •  Family enterprise planning to achieve a more integrated and cohesive wealth management strategy across multiple households and generations.
  •  Family wealth education to help ensure that heirs are prepared to manage the wealth as well as understand the values associated with its creation.