The Next Generation

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Amy and Mark felt they had more wealth than they would likely spend in their lifetimes.

While they intended for their children (in their 30’s and 40’s) to eventually receive their money and estate, they wanted to ensure that the children had strong financial discipline, were fiscally responsible and could preserve and grow those assets for themselves and future generations.

Amy and Mark sought a team that would help them instill their financial values across the family. They wanted a team that was readily familiar with family limited partnerships, could lead family meetings and could help them decide when the timing was right to begin transferring their wealth in a tax-efficient manner. In short, they were looking for a partner to help them instill a legacy of good financial stewardship of their family’s wealth.

IMPORTANT DISCLAIMER:
THESE FICTIONAL CLIENTS ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY TO PROVIDE AN EXAMPLE OF THE FIRM’S CLIENT BASE, PROCESS, AND METHODOLOGY. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THE EXPERIENCES PORTRAYED IN THESE CASE STUDIES ARE NOT REPRESENTATIVE OF ALL OF THE FIRM’S CLIENTS OR THE CLIENTS’ EXPERIENCES. DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND ACTUAL RESULTS MAY VARY MATERIALLY THAN THOSE PORTRAYED HEREIN. AN INDIVIDUAL’S OUTCOME MAY VARY BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCES AND THERE CAN BE NO ASSURANCE THAT THE FIRM WILL BE ABLE TO ACHIEVE SIMILAR RESULTS IN COMPARABLE SITUATIONS. NO PORTION OF THESE CASE STUDIES IS TO BE INTERPRETED AS A TESTIMONIAL OR ENDORSEMENT OF THE FIRM’S FINANCIAL AND INVESTMENT ADVISORY SERVICES AND IT IS NOT KNOWN WHETHER THE CLIENTS REFERENCED APPROVE OF THE FIRM OR ITS SERVICES. THE INFORMATION CONTAINED HEREIN SHOULD NOT BE CONSTRUED AS PERSONALIZED FINANCIAL OR INVESTMENT ADVICE. PLEASE CONTACT US FOR ADDITIONAL INFORMATION WITH RESPECT TO THE STRATEGIES AND/OR INVESTMENTS DESCRIBED HEREIN. THIS MATERIAL IS NOT INTENDED TO PROVIDE TAX OR LEGAL ADVICE, AND NOTHING CONTAINED IN THESE MATERIALS SHOULD BE TAKEN AS SUCH. TO DETERMINE WHICH STRATEGIES MAY BE APPROPRIATE FOR YOU, CONSULT YOUR TAX AND FINANCIAL PROFESSIONALS.