- Are your adult children included in meetings with your professional?
- Are you confident your planning accounts for specific family members needs?
- Are you ready to define your legacy and create a plan that lasts for generations?
Every family has their own unique circumstances. If your family is normal, we probably cannot help you. We have helped families communicate among multiple generations. If you have ever argued with family about money matters you know how painful and damaging that can be. Our ultimate goal is family continuity and making sure that we build a plan that can carry your family wealth on to generations to come. Are you confident your wealth will last for generations to come?
