Financial Advisors for Multi-generational Families
A multi-generational financial advisor helps your family preserve wealth, prepare heirs, and create a long-term plan that reflects your values. From tax strategy to legacy design, these advisors work across generations to protect your family’s financial future.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
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FrequentlyAsked Questions
What is a multi-generational financial advisor?
They specialize in helping families plan for long-term wealth transfer, educate heirs, and manage complex estate structures.
Why is estate planning so important for multi-generational families?
Without clear planning, families risk unnecessary taxes, legal disputes, or misaligned goals across generations.
Can financial advisors help prevent family conflict?
Yes. Experienced advisors often mediate conversations and lead family meetings to avoid misunderstandings and ensure everyone’s voice is heard.
What type of financial advisor is best for legacy planning?
Look for a fee-only fiduciary who has experience with trusts, estate planning, and working with ultra-high-net-worth families.
What are the biggest mistakes families make when passing on wealth?
Delaying planning, not involving younger generations early enough, and failing to clearly define goals and roles.
Not sure who’s right for you as a multi-generational family? Answer a few quick questions, and we’ll introduce you to someone who fits.
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