Multi-Generational Family Counsel

Life does not always present natural opportunities to discuss core beliefs with future generations. For family leaders who desire to pass down their values as well as their assets, we take a holistic approach that involves getting the younger generations involved in both estate planning and wealth management.

Estate planning provides families with a rare opportunity to discuss what matters most and to demonstrate a commitment to those ideals and principles through thoughtful discussion. We have significant experiencing in both coordinating and leading these discussions.

While not appropriate for all families, it is often beneficial to coordinate estate planning among multiple generations with a single integrated plan. In this effort, we often collaborate and regularly work as part of a team with our clients’ other advisors, e.g., investment advisors, corporate legal counsel, accountants, trust officers, foundation managers, family offices, insurance agents, and others.

Selected Strategies