Advising Affluent, Multigenerational Families
We will help you preserve your wealth and transfer it successfully and tax-efficiently across multiple generations. Today, young people don’t start earning well until their late 20s, so we work to preserve intergenerational wealth for your family.
We will:
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Ensure your wills are updated, and trusts are in place to secure the course of your wealth.
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Encourage you to speak with your children regarding household finances and investing.
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Learn about your youngsters’ goals and aspirations and initiate a relationship with them.
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Open their accounts, provide recommendations, and educate them on the fundamentals.
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Explain why certain investment ideas that intrigue them could be risky or ill-advised.
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Extend the same asset management fee to the entire household.