Southern Wealth Management
Multi-Generational Planning
OUR APPROACH TO MULTI-GENERATIONAL PLANNING
A Legacy for the Future
The interconnected nature of planning extends beyond the technical aspects of planning. It touches the interconnected nature of the relationships for which you plan – from families to companies to employees, and from matriarchs to patriarchs and into future generations.
Many firms purport to work multi-generationally, yet the wealth creators, or current wealth owners, represent those firms’ primary relationship. In our model, second- and third-generation family members are clients in their own right. They receive the same care and attention, and the same depth and breadth of planning, as their parents and grandparents.
A MODEL FOR BETTER
Financial Decision Making
We find that one of the greatest challenges for families of wealth is simply not-knowing-what-you-don’t-know. As advisors to your complete family, multi-layered decision making is seamlessly aligned. Financial education begins early for succeeding generations, and everyone in the family has a single, common place to call. Wise choices are facilitated at the earliest of anchors, such as buying a home or planning for education funding. This increases the durability of the wealth itself, alongside the durability of your vision for its use and growth.
ENGAGING THE UNIQUE NEEDS OF
Successive Generations
Our partners, leadership teams and advisors intentionally span a range of tenure in their careers. This allows successive generations to be advised by a generational contemporary; credentialed professionals who can see life through a similar lens.
We’ve built our firm to remain durable into future generations. We have unusually high tenure, with many of our team members having been with us since the inception of our firm.
