Multi-Generational Planning

“No one understands multi-generational planning better than a multi-generational business.” - Matt W. Price, CFP®, CIMA®

Our process is focused on preserving, growing and transferring wealth. Many issues arise as families struggle to find the best path forward. We believe that our perspective and experience continues to add value in the life of our clients.

For example, we are currently serving 4 generations for a few of our client families. With that being said, we understand the unique challenges and solutions that present themselves regarding the efficient transfer of wealth from one generation to the next.