Family Advisory

One of the most difficult and usually omitted pieces in estate planning is the development and communication of the plan to transition wealth from one generation to the next.

  • We work with generation 1 to help them clarify the values and beliefs that have made them successful

  • We work with the family to identify skill sets required to continually manage the wealth and match family members with these skill sets

  • We work with other advisors to ensure the plan is properly implemented