Generational Planning

THEY’RE NOT BORN KNOWING EVERYTHING YOU DO.

We want to think they’ll be ready to take over when we are ready to leave–whether through retirement or otherwise. Or perhaps they’re not interested in running the business, but you’d like it to be available for support for future generations. How you proceed may determine what wealth your children and grandchildren have years in the future.

We work with our clients and their financial and legal professionals to design multi-generational wealth strategies that take into account generational desire to be involved, and their level of expertise. If our clients don’t have those professionals, we use our wide network of professionals to find the perfect team to support our client in this effort.

We’ve helped our clients with projects that include:

Formalizing family businesses, including recruiting outside directors for boards
Training family members in operations activities
Setting up and training family foundation boards of directors
Hiring and working with mediators to resolve family disputes