Every family handles finances differently. The conversation regarding financial assets can be awkward at best, but detrimental when not handled correctly. With a deep understanding of the sensitive nature of finances, our advisors facilitate discussions to bridge the generational divide.
Whether your family is aware of your financial position and just wants to learn more about how they can prepare for the future, or whether you need a starting place to initiate dialogue, we can help. By putting together a plan for a smooth transition from one generation to the next, our advisors can take the stress out of "what happens when..?"