Wealth Management for Families: Planning Across Generations

Summary:Passing down wealth requires more than a will—it takes a clear multigenerational plan. This post discusses how to involve children in financial planning, create family trusts, minimize estate taxes, and establish a legacy that lasts. Perfect for high-net-worth families or those preparing for inheritance planning.

Audience: Affluent individuals and families.Goal: Highlight family-focused services and long-term value.