Our NexGen services are an important part of the overall Family Wealth Planning process. By partnering with the next generation to help them navigate financial and non-financial decisions for their families, we have found this helps build trust and communication across the entire family.
Since trust, communication and financial readiness are critical to ensure a successful transition of wealth, our goal is to equip the next generation to be good financial stewards and become an active participant in the growth, protection and purpose of the family wealth.
