Guidance for

Multigenerational families

  • Is my estate plan set up for multigenerational wealth?
  • What instruments can I put into place to protect the next generation from lavish spending?
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Building and preserving wealth across generations requires careful planning to avoid erosion of your legacy.  Let us help you leave a lasting legacy by setting up the next generation for success.

Along the way, we help you answer the big questions that come with generational wealth.

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  • Is my estate plan set up for wealth transfer?

  • How can I prolong my family’s wealth?

  • How can I create comprehensive plans for each of my beneficiaries?

Everett K's Family Story

Multigenerational families

I cannot thank Brett enough for his support in our financial planning journey. As a family, we were overwhelmed with the complexities of aligning our financial goals across generations. From our first meeting, Brett and his team took the time to truly understand our unique needs and values and crafted a comprehensive plan that addressed our immediate financial concerns and helped to set us up for long-term success. We now have a clear vision for our family's financial legacy and feel empowered to make informed decisions that will benefit generations to come.

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Solutions for you and your family

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