For many of us, the end goal of wealth management is to ensure the people we love and care about most will continue to be supported after we’re gone. We believe there are two critical stages when developing generational wealth with your loved ones. First, the introduction phase. Introductions can be the scariest, yet most important aspect of creating generational wealth.  Developing Investment management, Estate Planning and Tax planning strategies tailored to your goals are a  small portion of what this phase is all about. Second, the inclusion phase. Including loved ones in your financial discussions is an impactful decision. Helping them understand your vision and goals is key in preserving generational wealth. Having a team who understands your priorities and principles can make a world of difference when having those tough conversations. The inclusion phase can include long term care planning, transfer of wealth, charitable interests, etc. We believe having a stable plan to introduce and include your loved ones plays a critical role when discussing, creating, and maintaining generational wealth.

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