Secure your family’s future
With generational wealth management
Generational investment management is about protecting and growing your wealth so it lasts for future generations. We help you create an investment strategy that ensures financial stability for your family—both now and in the future.
Make the most out of life for you and the next generation
Balance wealth now vs. wealth for the future
Balancing today’s needs with future goals can be challenging. We create strategies that provide income now while ensuring your wealth grows for future generations, helping business owners and high-net-worth families protect their legacies.
Avoid missed opportunities & family conflict
Without a clear plan, wealth distribution can cause confusion and disputes. We help ensure your assets are passed down smoothly, avoiding unnecessary family conflicts and stress.
Leave something valuable behind for your family
We work with your attorneys and CPAs to create a simple, tailored strategy that meets your family’s needs, whether it’s for charity, inheritance, or your own future.
We help you take a tailored approach to generational investment management
We know that your financial situation is unique, so we create a plan specifically tailored to your needs. Our focus is on finding the right balance between what you need today and what you want to preserve for the future.
Take a bucket approach to your investments
We divide your wealth into buckets—some for now, some for the future. Each bucket has a different investment strategy depending on your goals. For example, funds for current needs are invested differently from those meant for your children or charitable causes. This approach gives clarity and direction to your investment planning.
Learn how to invest for now and younger generations
Every generation has different goals, so their investments should reflect that. We help you balance protecting what you have with plans for future growth. If one child needs money to start a business while another doesn’t need anything right now, we look at each situation individually and invest according to their specific needs. This way, your family can benefit from your investments now and in the years to come.
Determine what you need & what you don’t for your specific goals
It can be difficult to know what’s essential for today and what can be set aside for long-term goals. We help you figure out what you truly need now versus what can be saved for the future, whether that’s retirement, inheritance, or charitable giving. This clarity helps you stay focused on what matters most.
Our white glove investment management team handles everything for you
Managing wealth is more than just numbers; it’s about protecting your future. With our white glove service, we take the burden off your shoulders, handling everything from the day-to-day decisions to long-term financial planning.
We create a personalized investment plan that reflects your goals. Whether you’re looking to grow your wealth now, preserve it for the future, or prepare for the next generation, our strategies are built around what matters most to you.
Your financial strategy is part of a larger picture, and we work closely with your CPAs and attorneys to ensure that every piece fits together. By considering the tax and legal aspects of your wealth, we ensure that your entire financial life is covered.
legacy
Our goal is to ensure that your wealth is passed on smoothly, without unnecessary complexity. We focus on long-term planning to protect your legacy and ensure that future generations benefit from the financial foundation you’ve built.
Thomas and Katie and the staff are top-notch. We couldn’t ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they’re just great people. Also, they are fun to meet with. You enjoy sitting down with them. I’m not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.
We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!
Great organization! Efficient from top to bottom!
Make the most out of life for you and the next generation
What will your wealth look like in 50 years? With our tailored strategies, you can enjoy your wealth now while securing a strong financial future for your family.
Our services go beyond just preparing for the future; we manage your wealth for today and tomorrow.
We help you make smart decisions about where to invest, ensuring your assets are aligned with your goals for growth and security.
For high earners, we design strategies to protect your wealth from unnecessary taxes and maximize growth.
We create tax-efficient investment plans that minimize your tax burden, so you can keep more of what you earn.