The Next Generation


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.

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THESE CASE STUDIES ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY TO PROVIDE AN EXAMPLE OF THE FIRM’S PROCESS AND METHODOLOGY. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THE RESULTS 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 EXPERIENCE 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 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 INVESTMENT ADVICE. PLEASE CONTACT US FOR ADDITIONAL INFORMATION WITH RESPECT TO THE STRATEGIES AND/OR INVESTMENTS DESCRIBED HEREIN.