Before making any plans, we’ll work with you to understand your values, family history, current financial situation, and the future goals of your family.
Your plan will be uniquely yours and focused on ensuring present and future financial success for you, your family, and your philanthropic goals.
There’s a lot to learn when it comes to multi-generational wealth. We’ll take the time to educate your entire family on the history, values, and complexities surrounding it.
Generational wealth and wealth transfer is a component of financial planning that aims to pass down your financial values to future generations, like your children and grandchildren.
Most families lose their wealth when it’s passed down because generations are not taught the value of money, how to handle it, or to talk about it. Our family education and governance aim to resolve these issues.
Your money can either go to people in your family, charities, or taxes. Your Plancorp financial advisor will work with you through different options and how they can impact your legacy.
We are only compensated from the fees our clients pay us -- not from the products or services we recommend. This allows us to remain objective.
Our professional team can guide you on other critical financial strategies like retirement planning, philanthropy, and charitable giving, institutional asset management, exit strategy, and more. For more information, click here.