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Multi-Generational Planning

For close to two decades, we have practiced the art of financial planning through the generations. For many of our clients, passing their wealth on to the next generation in a protected manner is as important to them as it was during their accumulation phase that we helped them with. Our approach is customized and unique to each family, listening to your goals and addressing your individual objectives. Your family's values are at the core of our plans so that your family wealth can be transferred efficiently and effectively from one generation to the next and perhaps beyond. We have expertise in the following areas:

  • Professional Wealth Management
  • Wealth Transfer Strategies
  • Asset Protection & Risk Management Solutions
  • Tax Reduction Strategies
  • Charitable Giving and Family Foundations
  • Business Succession Plans
  • Legacy Planning

 We can help you incorporate some of the following items into your customized multi-generational planning.   

  • Personal Resumes
  • Family Retreats
  • Gifting Strategies
  • Bucket Lists
  • Family Mission Statements
  • Family Partnerships
  • Ethical Wills
  • Family Trees
  • Perpetual Trusts
  • Family Meetings and Education
  • Family Bank
  • Letter of Intent

For a complementary appointment with Anita Grossman, email us at or call (856) 488-2849.