Service Tier
Legacy
Multi-Generational Wealth Management
You've built substantial wealth. Now the complexity lies in protecting it, optimizing taxes, and passing it on thoughtfully to the next generation.
Key capabilities
Multi-Generational Planning
Planning spanning 3+ generations with separate modules per family member
Family Governance & Values
Family meetings, communication tools, next-gen education
Estate & Tax Optimization
Coordinate with attorneys and CPAs on optimal wealth transfer
Concierge-Level Service
Dedicated advisor team available for any need
What this looks like in practice
Real examples of the kind of insights and alerts you can expect.
“Net worth grew 13.4% — Aion Score improved from 68 to 76”
Your annual Wealth DNA Report covers every dimension: investment performance, tax savings, insurance status, estate readiness, and goals progress — in one beautiful document.
“Marcus is exploring a vehicle purchase”
With collaborative couples planning, both spouses see the impact of major decisions on the joint plan in real-time — with individual and shared views.
“Trust assets, gifting history, and next-gen education”
Multi-generational dashboard shows the complete family picture across generations, with age-appropriate financial education for heirs.
Everything included
Multi-Generational Planning
Comprehensive plan spanning 3+ generations with separate planning modules for each family member.
Estate Plan Coordination
Optimal trust structures, GRAT strategy, charitable planning vehicles, and tax-efficient wealth transfer.
Family Governance
Family meetings, decision-making frameworks, values education, and communication tools.
Wealth Transfer Optimization
Gift strategy, lifetime exemption utilization, GRATs, charitable remainder trusts, and dynasty trust planning.
Concentrated Position Management
Diversification strategies for large single-stock positions: systematic selling, charitable gifting, exchange funds.
Alternative Investments
Track PE, hedge funds, real estate syndications with K-1 integration, capital call monitoring, and IRR tracking.
Real Estate Portfolio
Complex analysis including 1031 exchanges, cost segregation, qualified opportunity zones, and international property.
Insurance Coordination
Estate liquidity insurance, executive compensation strategies, split-dollar arrangements, and succession insurance.
Next-Gen Portal
Separate portal for heirs showing their portion of family wealth with age-appropriate financial literacy.
Family Office Services
For UHNW clients: bill pay coordination, vendor management, meeting preparation, investment monitoring.
Who this is for
You have substantial wealth ($5M+) and complex family or business structures. You want a coordinated team optimizing taxes, planning the estate transfer you want, and keeping the family aligned across generations. Perfect for successful business owners, executives, and families with multi-generational wealth.
Ready to get started?
Book a free 30-minute discovery call. No obligation, no pressure.