The transfer of wealth is a transfer of energy. A transfer of the work that went into building the assets. And the intentions for how they should grow. A well-laid plan can help preserve that momentum.
Intergenerational wealth transfer planning gives you the opportunity to harness the pace you’ve already set for your wealth and direct it into the future – more specifically, into the future you envision for it.
Plan to build your wealth’s momentum from one generation to the next (and the next). We can help you make the first move.