Multi-generational planning focuses on long-term, multi-generational wealth. Here the emphasis is on how to maximize wealth within the family lineage over a period of decades, looking fifty-to-one hundred years into the future.

Our quest is to provide for the highest and best use of family assets over time. In many instances, this objective is achieved with the installation of trusts, family limited partnerships and/or, so called, family banks.

This type of planning typically requires the active engagement of the client, their children; and, in many instances, their grandchildren. Of course, our focus is on you—our client. In every element of this planning, we will respect your privacy relative to the involvement of your heirs. As you so desire, we offer a unique multi-generational retreat/workshop to engage your heirs in the design of the multi-generational plan.