Planning
Whether it is through family activities to educate the younger generation, sharing information about family wealth, or multigenerational collaboration to give the next generation vital experience, we can do it all.
Educate, Share, & Collaborate
25% of failures in estate transitions were caused by inadequately prepared heirs. Finding ways to help your loved ones become well-equipped to stewards of family wealth is key in the hopes of intergenerational unity.
Asset Maps
Apple had One Thousands Songs in your Pocket, we have All your Assets on a Single Page. This is the first step of all our planning. All the comprehensive data in the world won’t help someone make a decision if they can’t clearly see how it is related.
We use the MultiGen Asset Map in order to better understand the families we advise. It is a visual experience that displays the family members, entities, assets, liabilities, insurance policies and so much more. It is the key to enabling thoughtful communication and coordination with all your other advisors. We also use the asset map to help families talk clearly and effectively about their wealth.
Goal Planning & Monitoring
Goal Planning & Monitoring
family story