Family Office

Financial Adviser

 

Our multi-family office exists to serve the financial and lifestyle needs of your family and its future generations. Generations Wealth Management partners with your family to provide objective and experienced guidance to help you navigate the many blessings and challenges associated with wealth.  

Our fully integrated family office solution is for the family that seeks to have the many benefits of having their own family office, but does not wish to take on the burden of hiring, managing, and retaining staff.  

We oversee and manage the complex financial lives of wealthy families, with an ultimate goal of preserving family wealth. We realize each family is unique. Therefore, our range of services is wide and fully adaptable to our clients' needs. The services generally provided are as follows:

  • Streamlining financial operations
  • Income and estate tax planning
  • Banking and credit management
  • Asset allocation and investment management
  • Insurance coordination for risk management