{"id":32656,"date":"2019-03-22T10:27:02","date_gmt":"2019-03-22T10:27:02","guid":{"rendered":"https:\/\/beaconpointe.com\/?page_id=32656"},"modified":"2024-09-11T15:00:45","modified_gmt":"2024-09-11T22:00:45","slug":"multi-generational-family-wealth-planning","status":"publish","type":"page","link":"https:\/\/beaconpointe.com\/multi-generational-family-wealth-planning\/","title":{"rendered":"Multi-Generational Family Wealth Planning"},"content":{"rendered":"

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Multi-Generational Wealth Planning<\/span><\/h5>\n

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We help clients develop a clear understanding of their financial picture allowing them to make smart choices through informed decisions.<\/h6>\n

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Multi-generational Life and Legacy Planning<\/span><\/strong>
\nAsk any client to define wealth, and nine times out of ten they will describe wealth as far more than money or their portfolio, but also their time, talents and experiences built up throughout life.\u00a0Through our allWEALTH\u00ae process, we help\u00a0clients use all of their wealth to live a great life and create a legacy worth leaving behind.<\/span><\/h5>\n

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<\/span><\/span><\/span><\/span><\/div><\/div><\/div>[vc_column_text]<\/p>\n

Defining Family Missions<\/span><\/p>\n

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Coordinating Investment Plans<\/span><\/p>\n

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Lasting Impact Initiatives<\/span><\/p>\n

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Our allWEALTH\u00ae <\/em>process allows our advisors to go beyond the macro goals of planning and investing for the financial security of our clients and their families. We take a look at the entire picture from planning to cover healthcare costs, to addressing life-enhancing micro-goals that might divert resources to improve family relationships or allow for more time to use gifts and talents to improve the lives of loved ones or causes close to heart.<\/p>\n

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Understand What\u2019s Possible<\/strong><\/h5>\n

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Have a Clear Path To Reaching Your Goals<\/strong><\/h5>\n

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Have a Proactive Partner for Peace of Mind<\/strong><\/h5>\n

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Simplify Your Financial Life<\/strong><\/h5>\n

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Understand Your Financial Picture
\nPrioritize What’s Important to You
\nReview Scenarios & Set Your Course[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_tta_accordion][vc_tta_section title=”Have a Clear Path to Reach Your Goals” tab_id=”1623890243693-44c9bc90-870e”][vc_column_text]<\/p>\n

Goals Without Action are Only Dreams
\nKnow What Steps to Take, Why to Take Them, and When to Act[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_tta_accordion][vc_tta_section title=”Proactive Partner for Peace of Mind” tab_id=”1623890265403-d519921a-29d0″][vc_column_text]<\/p>\n

Knowing What Matters to You
\nPerspective to Keep You On Track
\nHelp You to See Risk & Opportunities[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_tta_accordion][vc_tta_section title=”Simplify Your Financial Life” tab_id=”1623890292489-1613e24c-b9d0″][vc_column_text]<\/p>\n

Access to Your Online Financial Dashboard
\nCoordination with Outside Professionals
\nFacilitation of Family-Key People Meetings[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column_inner][\/vc_row_inner][vc_empty_space][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” content_placement=”middle” css=”.vc_custom_1726091580141{margin-bottom: 0px !important;padding-top: 20px !important;padding-bottom: 20px !important;background-color: rgba(103,132,160,0.1) !important;*background-color: rgb(103,132,160) !important;}”][vc_column][vc_empty_space][vc_row_inner equal_height=”yes” content_placement=”middle” css=”.vc_custom_1726091621372{padding-right: 30px !important;padding-left: 30px !important;}”][vc_column_inner width=”1\/3″][vc_round_chart style=”custom” stroke_width=”2″ values=”%5B%7B%22title%22%3A%22Time%22%2C%22value%22%3A%2233.3%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%23f78d1e%22%7D%2C%7B%22title%22%3A%22Passions%22%2C%22value%22%3A%2233.3%22%2C%22color%22%3A%22green%22%2C%22custom_color%22%3A%22%2398bd7a%22%7D%2C%7B%22title%22%3A%22Resources%22%2C%22value%22%3A%2233.3%22%2C%22color%22%3A%22blue%22%2C%22custom_color%22%3A%22%236784a0%22%7D%5D”][\/vc_column_inner][vc_column_inner width=”2\/3″][vc_column_text]<\/p>\n

“Wealth is the ability to fully experience life.”\u00a0<\/span>– Henry David Thoreau<\/span><\/h5>\n

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Life and legacy goals, including multi-generational wealth planning, are very important to many of our clients and usually what drives the investment portfolio setup.\u00a0 We can assist you with investment strategy<\/a> execution and the construction of a financial plan<\/a> that ensures your retirement needs are met while taking into consideration your desire to help and protect the loved ones around you.<\/p>\n

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