Generational Prosperity Plan

The Importance Of Financial Planning For Future Generations

The Importance Of Financial Planning For Future Generations

We'd like to shed light on an important topic that often goes unnoticed: financial planning for your young adult family members and loved ones.

Navigating The Wealth & Values Transfer Conversation

Navigating The Wealth & Values Transfer Conversation

Having conversations with the next generation about wealth transfer and leaving a legacy is a complex and sensitive endeavor. These discussions can profoundly impact your family's future and the values you hold dear.

Best Practices For A Successful Transition Between Generations

Best Practices For A Successful Transition Between Generations

Passing on wealth is not just about getting financial assets to the next generation. It’s also about passing on what you think is important and avoiding damage to your heir's relationships with each other. 

Video Replay - Helping Families Successfully Transfer Wealth

Video Replay - Helping Families Successfully Transfer Wealth

Passing on wealth goes beyond transferring the value of an account - it's about passing along your important family values. 

Books & Resources

Books & Resources



Here are some terrific books to help you have conversations with the next generation about the importance of a family legacy.