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Multigenerational Planning and Wealth Building

“The lessons of the past should steer us towards ensuring lasting legacies for generations yet to be born.” – Hun Sen, Cambodian Statesman

Our multigenerational planning and wealth management process is designed around families; addressing the needs of all generations so our clients can achieve a sound financial legacy that they can be proud of.

1. Estate and Legacy Planning

  • Advise on the implementation and proper use of estate planning tools: wills, trusts or powers-of-attorney (financial and healthcare)

  • Provide education and guidance on charitable giving alternatives

  • Review ownership and beneficiary designations on all accounts

  • Review estate planning documents to verify they are up to date and coordinate with the financial plan

  • Assist estate planning attorney with financial planning data

  • Provide advice on gifting strategies

  • Monitor changes of ownership of assets during an acquisition or after a marriage, divorce, inheritance or other significant life event

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