Multi-Generational Family Planning
Your Legacy. Designed With Intention.
Guiding families through the complexities of succession, family wealth, and multi-entity planning with precision, discretion, and deep personal care.
Multi-Generational Wealth Requires More Than Investments—It Requires Strategy.
Family wealth is complex. Businesses, real estate, trusts, and family relationships don’t operate in silos. Sustaining wealth across generations requires intentional coordination, not fragmented advice.
At Financial Planning By Design, we help families protect their legacy, preserve harmony, and build a cohesive strategy that supports both wealth and relationships for generations to come.
We work with families who value clarity, discretion, and thoughtful execution.
Our clients typically include:
Multi-generational business owners planning for succession and wealth transfer
Families with $5M+ in assets, often including complex real estate or business holdings
Professional services families with multi-entity structures and legacy goals
For families with $25M+ in assets, we offer bespoke Virtual Family Office coordination as part of our premium engagements.
Now Offering: Family Governance Facilitation
For families looking to strengthen connection, define shared values, and foster continuity across generations, our Family Governance Facilitation service brings clarity, structure, and expert guidance to some of life’s most meaningful conversations.
The Multi-Generational Family Blueprint
Our Five-Step Premium Planning Process
1. Strategic Discovery & Family Wealth Mapping
A confidential, planning-first discovery focused on family values, asset mapping, and identifying risks and opportunities across generations.
2. Succession & Wealth Transfer Planning
We model estate structures, tax strategies, and family business transitions to align planning with family harmony and long-term objectives.
3. Family Meeting Facilitation
We guide strategic family meetings to foster clarity, trust, and healthy communication—bridging the gap between generations.
4. Interdisciplinary Coordination
We work directly with your CPA, attorneys, trustees, and other advisors to create seamless execution and cohesive planning.
5. Strategic Wealth Alignment & Ongoing Guidance
We help realign wealth strategies—estate, tax, investment, and liquidity—while providing high-touch, long-term guidance as your trusted advisor.
Strengthen the ties that sustain your legacy.
We now offer Family Governance Facilitation to help families move beyond technical planning into purposeful connection.
This specialized service supports:
Clarity on family values and shared vision
Family role definition and decision frameworks
Strategic meeting facilitation
Rising generation preparation
Coordination with attorneys, CPAs, trustees, and key advisors
Offered as part of your Family Wealth Blueprint—or as a standalone engagement.
Now Offering: Family Governance Facilitation
Why Families Choose Us
✔️ Boutique, High-Touch Service
We work with a limited number of families to provide deeply personal, premium attention.
✔️ Trusted Virtual Family Office Coordination
We don’t replace your team—we bring your advisors together with strategic oversight.
✔️ Multi-Disciplinary Expertise
We offer decades of real-world experience across financial planning, business, and real estate.
✔️ Clarity, Continuity, and Family Harmony
We design strategies that protect assets, support generational goals, and preserve family unity.
✔️ Family Governance Facilitation
Our proven process helps families define shared values, foster healthy communication, and prepare the next generation—ensuring your wealth and relationships are in full alignment.
