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Managing a Legacy

It is noteworthy that many believe that if they had money, they would be happy. Although there can undoubtedly be a strong correlation, families with unique wealth understand that money can be both a blessing and a curse.

Families are often diligent to prepare their wealth for the next generation (through tax, estate, and insurance planning), but do very little to prepare the next generation for wealth. A healthy garden needs both great seeds and fertile soil.

Generational planning encompasses managing family dynamics to foster communication, risk assessment to identify, rank, and address risks, family governance to promote family relations, generational wealth education, and visioning.

We leverage the collective wisdom of Wells Fargo Advisors Financial Network and industry experts to help craft a plan that supports your goals today and tomorrow.