MultiGen Wealth
Guiding Generations, Growing Legacies
We help families manage and grow wealth across generations — with strategies designed to preserve legacy, build unity, and meet long-term goals.
Financial and Wealth Planning for Affluent Families
Secure the Present. Empower the Future. We help high-net-worth families plan intentionally for a thriving legacy across generations. We partner with families to simplify complex financial lives, enhance communication between generations, and align resources with values.
Exit Planning for Family-Owned Businesses
Transition with Confidence. Preserve Your Legacy. As a business owner, your needs are complex and intertwined both personally and professionally. We provide a comprehensive, coordinated approach to help you prepare for and transition through the sale of your business.
Insights & Media
Real-World Wisdom. Real-Time Updates.
Stay connected with the latest insights, educational videos, and thought leadership from the MultiGen Wealth team. Whether you’re a family steward or a business owner planning your exit, our ongoing content will keep you informed and empowered.
Event announcements, educational posts, and community engagement
Professional insights, articles, and updates on business transitions and financial strategies.
YouTube
Videos on wealth planning, business succession, and client education.
Financial and Wealth Planning for Affluent Families
Secure the Present. Empower the Future. We help high-net-worth families plan intentionally for a thriving legacy across generations.
Services
- Holistic Financial Planning
- Investment Strategy & Asset Allocation
- Tax Optimization & Coordination
- Risk Management & Insurance Review
- Estate & Legacy Planning
- Education Planning for Rising Generations
- Charitable Giving & Legacy Strategies
Why Multigen
- Family-focused philosophy
- Personalized planning process
- Long-term relationships over transactions
- Multi-disciplinary coordination with attorneys, CPAs, and trustees
Exit Planning for Family-Owned Businesses
Transition with Confidence. Preserve Your Legacy. As a business owner, your needs are complex and intertwined both personally and professionally. We provide a comprehensive, coordinated approach to help you prepare for and transition through the sale of your business.
Liquidity & Risk Planning
- Strategic Cash & Liquidity Management
- Tax Mitigation & Investment Diversification
- Insurance & Risk Mitigation Strategies
- Lending Solutions
- Securities-Based Lending
Comprehensive Services for Business Owners
- Succession & Exit Planning
- Business Valuation Support
- Personal Estate & Tax Coordination
- Investment Banking Services
- Charitable Giving & Legacy Strategies
After the Sale
- Traditional & Alternative Investment Solutions
- Budgeting and Cash Flow Strategy
- Family Governance and Office Services
- Estate Planning and Philanthropic Support
Our Team Approach
We work alongside your legal, tax, and M&A professionals supported by our network of specialists in investment banking, private wealth, trust and insurance.
Meet the Team
Jennifer Curtis
Jennifer brings extensive education and personal experience to guide clients through their financial journeys. Known for her warmth and approachability, she excels in navigating complex business affairs and fostering strong client relationships.
Andrew Sherman, CPWA, CEPA®
With over 20 years of experience in family wealth management, Andrew specializes in helping families build unity across generations through purposeful planning. He holds dual certificates in Family Business and Family Wealth Advising from the Family Firm Institute, is a Certified Private Wealth Advisor professional (CPWA), is a Certified Exit Planning Advisor (CEPA®), and is trained in 21/64 methodologies. He and his wife, Kristy, have four children and a deep appreciation for multigenerational heritage.
Denise Seegmiller, Client Services Manager
Denise is the first point of contact for clients, ensuring seamless communication and organization throughout the planning process. Her friendly demeanor and attention to detail help keep families on track as they work towards their financial goals.
Get In Touch
801-779-1164
Location
1317 S 2000 W
Syracuse, UT 84075