Generational Wealth

Many clients reach the end of their life with a desire to leave a legacy. They want their hard work to position the generations behind them for continued success.

But with that comes several questions:
How will heirs receive these assets?
Will they be able to handle them responsibly?
What will be the tax implications for beneficiaries?
How will wishes be communicated to these individuals?
Who will help make this wealth transition seamless?

Throughout retirement, we begin asking these questions to crystalize legacy desires. Simultaneously, we position assets for continued growth and tax efficiencies. We help client’s express these desires to their estate planners. Finally, we begin a relationship with beneficiaries so that they are positioned well to receive this wealth.

Insights that Speak to You

Client Relationship Summary

This communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, MN, NC, OH, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.