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