Multigenerational Wealth Planning

The Approach

  • Incorporate estate planning strategies
  • Develop a “family mission statement”
  • Have conversations with your family members and heirs
  • Determine your continuity plan
  • Craft a plan designed for your wealth to outlive you

The Plan

  • Promote responsible stewardship of your wealth
  • Ensure that you, your family, and your heirs are aligned on your plan
  • Document your plan in writing if something unexpected happens to you
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.