INTERGENERATIONAL PLANNING
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
– WARREN BUFFET
Sometimes your children hear from someone else what they won't hear from you. We help bridge that gap.
Why Intergenerational Planning Matters
Bridging Generational Expectations
Families often struggle to align the goals and desires of different generations. We serve as the trusted facilitator who brings clarity, understanding, and actionable alignment to the table.
Values & Financial Legacy
Wealth is only part of what you pass down. Each generation also inherits values, purpose, and responsibility. Our approach ensures your legacy encompasses both financial and philosophical inheritance.
Holistic Coordination
Successfully planning for tomorrow requires collaboration—across family dynamics, CPAs, attorneys, and advisors. We're your central point of alignment and strategic oversight.
Our Tailored Planning Process
Just like in our Legacy Land Advisory, your family receives a structured, step-by-step process tailored to your intergenerational needs:
Generational Alignment Consultation
Facilitate meaningful conversations that clarify expectations, motivations, and shared goals across all family members and generations.
1
Values & Vision Mapping
Identify and articulate the core values and purpose that define your family's legacy, creating a foundation for all future decisions.
2
Wealth Transfer Strategy
Develop comprehensive strategies that align financial boundaries with familial priorities—covering gifting, trusts, education funding, and more.
3
Team Coordination
Collaborate seamlessly with your legal and tax professionals to ensure cohesive estate and wealth planning that serves your complete vision.
4
Family Governance & Education
Implement sustainable structures—like family meetings, councils, or charters—to maintain alignment and prepare future generations for stewardship.
5
Our Multidisciplinary Team Approach
We coordinate across specialized fields so your family experiences seamless, comprehensive guidance:
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Mediates expectations and communications between generations, ensuring everyone's voice is heard and valued.
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Ensures seamless CPA and legal alignment for optimal tax efficiency and estate structuring.
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Develops portfolio, gifting, and funding strategies that align with your family's timeline and values.
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Supports next-generation readiness and establishes governance structures for sustained family stewardship.
Tailored Strategies
Depending on your unique family goals and dynamics, we offer customized solutions that fit your vision:
Values-Driven Wealth Transfer
Prepare financial assets alongside the principles that matter most, ensuring your legacy reflects both resources and character.
1
Educational & Trust Planning
Fund future generations' growth with clarity, control, and intentionality, balancing opportunity with responsibility.
2
Governance Structure Setup
Establish family councils, charters, or decision-making frameworks to ensure long-term alignment and effective stewardship.
3
Customized Hybrid Solutions
Blend strategies—financial, educational, governance—for a comprehensive solution that perfectly fits your family's unique vision and needs.
4
Ready to Begin?
Create a financial plan that honors both your resources and values.
Starting Conversations
Beginning the dialogue with your family about values, expectations, and shared vision for the future.
Formalizing a Plan
Ready to structure and implement comprehensive strategies that align your wealth with your family's long-term goals.
Introducing the Next Generation
Preparing younger family members for stewardship responsibilities and establishing governance frameworks.
Frequently Asked Questions
Passing on wealth is about more than assets—it’s about values, clarity, and family alignment. Our FAQs answer common questions about how intergenerational planning works and how we help families prepare for a seamless transition.
What is intergenerational planning, and why is it important?
Intergenerational planning is a framework that helps families align financial strategies, values, and goals across multiple generations—ensuring wealth, values, and responsibilities are transferred smoothly and in line with your wishes.
How are your fees structured?
We operate on a transparent fee model.
On-Going Family CFO + Family Summits: $26,000/annually
*Does NOT include investment management fee
How do you coordinate with my CPA or estate attorney?
We believe good financial planning works best when your team of professionals is in sync. We’ll collaborate with your CPA, estate attorney, or other trusted advisors to ensure taxes, estate documents, and investment strategies work together to support your goals.
Contact Our Firm