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What is Multi-Generational Wealth Planning?
Multi-generational wealth planning helps ensure that a family’s wealth and legacy are properly managed and passed from one generation to the next. Manske Wealth Management serves to support a healthy financial picture that benefits younger generations.
As your advisory team, we will help create a coordinated plan by identifying the different levels of involvement for each family member based on their various life stages.
Done properly, multi-generational wealth planning requires that everybody come to the table. This includes other trusted advisers such as attorneys, accountants, business partners and charitable organizations.
“We seek to educate the younger generations while including family elders.”
Zach Welborn, Shareholder
Manske Wealth Management will help ensure everyone is working together collaboratively toward the client’s goals and objectives.
“We work to foster values-based financial transparency between family members of all generations.”
Elijah Lopez, Shareholder
As part of the investing services we provide, we’ll also help to establish your: 1) family vision and mission statement; 2) statement of shared family values; 3) governance for family decision-making to include philanthropic objectives; and 4) letter of wishes.
We’ll also help to complete personality profiling and make referrals to facilitators for multigenerational family meetings where you can: 1.) build family member connections among different personalities; 2.) create an emotional bridge between generations and perspectives; 3.) explore family legacies; 4.) share elder’s wisdom, stories, and lessons learned; and 5.) build upon family strengths and clarify goals.
We’ll offer advice and make referrals to prepare for and navigate major family events such as: 1.) selling your business; 2.) inheritance; 3.) divorce; and 4.) insurance settlements.
When necessary, we can make appropriate connections so your family receives Sudden Wealth Counseling in a timely manner.