At Wealth Planning & Design, generational wealth management is about creating a foundation for your family’s future, ensuring that your legacy supports your loved ones and their goals for years to come. We help you establish a comprehensive wealth transfer plan that protects your assets, minimizes tax impacts, and enables a seamless transition to the next generation. With a balanced approach to asset management and estate planning, our advisors work with you to create a strategy that reflects your values and long-term objectives.
