Multi-Generations and Multiple Investment Vehicles

We work with multiple generations of families. Our Clients include grandparents, parents, children (from pre-teens to adults) and grandchildren. In these situations, we view the family as a single unit and work with our Clients and their CPAs and estate planning attorneys to maximize the assets of the family. We also work with and manage the assets of family foundations and retirement plans–e.g., defined benefit plans, defined contribution plans, and profit sharing plans.