Strengthening Families Through Wealth Management and Purposeful Planning
We work with families to build and manage their wealth to create a Storybook retirement, a page-turning impact, and a never-ending legacy of intergenerational stewardship.
wealth management
purposeful planning
Our Story
MultiGen Institute is an advisory practice that offers investment management and family wealth consulting for select families throughout the country. For over 20 years, we have been providing investment advisory and portfolio management services for wealth creators and their families through a multigenerational approach.
But family capital is more than just financial assets; it includes intellectual, social, human and even spiritual capital. A family’s legacy story and their family wealth story need to be nurtured and passed down from one generation to the next just as intentionally as the financial.
This is our story! And it only can become a truly remarkable story with YOU as the leading character!
Please Join us!
Wealth Management
Wealth management is about more than just making investment decisions; it’s about curating a custom portfolio that best suits your individual needs. With a solid mix of traditional options to a more complex blend of managed/alternative investments, we’ll help you create a diversified investment portfolio. After all, your portfolio should be as unique as you, designed especially to reach your specific objectives.
Purposeful Planning
It’s a privilege to serve our clients and their families. Each individual client holds different purposes and visions for their future. If you can picture your future, we can help you set a path to reach it.
Preparing for the Passing of a Loved One Part 1
Estate Planning
Chances are when you took care of your estate planning, you were probably ill-prepared. Because you were ill-prepared, the professionals working on your estate plan resorted to the basic aspects of trusts and estates: asset protection, taxation minimization, and governance control. Now consider this, 70% of estate transitions fail in the second generation and 90% fail by the third. 97% of wealth transitions have…
Tell Us Your Story
MultiGen Institute is not only an advisory practice; we also study how families use “story” to prepare their heirs, foster stewardship, and encourage multigenerational unity. Every family’s story is different.
If you are interested in sharing your story, please contact us and we will give you more information.