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Multi-Generations & Families

Investment Management Services & Estate Planning Services to Protect Your Legacy

After spending a lifetime building your wealth, we believe you need the right tools and insight to ensure that your legacy will be well managed by future generations of your family. While it is not difficult to set up a trust for your designated beneficiaries, we understand it can be much more complicated to ensure that your family knows how to manage their newfound wealth in the future and is able to carry on your legacy and values. Its possible you may need a more dynamic and flexible approach to estate planning to account for changes to your family, such as the arrival of a new grandchild.

Meet Our Team of Wealth Managers
Meet Our Team of Wealth Managers

We Help You Empower the Next Generation of Your Family

Meridian Strategic Wealth Group works with high-net-worth individuals to create bespoke legacy plans that suit their unique needs and family dynamics. As a full fiduciary firm, we maintain an ethical obligation to serve your best interests and tailor our services to your individual needs. In other words, instead of trying to sell specific products or investment solutions, we will work closely with you to create a comprehensive plan for the future that involves your entire family.

Unfortunately, most inheritances don’t make it past a single generation because beneficiaries do not have the financial literacy to make wise investments, reduce tax burdens, and manage their wealth. Our advisors can help you share your financial wisdom and create an ongoing plan that preserves the assets you’ve worked so hard to build, ensuring that your grandchildren and future generations can continue to benefit as well.

We Help You Empower the Next Generation of Your Family

  • Long-Term Wealth Protection
  • Family Consultation
  • Career and Education Planning
  • Charitable Giving

How We Strive to Work With Families to Preserve Generational Wealth

If you have grandchildren on the way, recently lost a spouse, experienced changes in your health, or recently began working with an attorney on estate planning services, you may be thinking about the legacy you’ll leave behind. Our wealth managers can help you approach estate planning collaboratively with your family so you can feel confident that you are working towards enshrining financial security for many future generations of your family.

1

We’ll take a complete look at your financial portfolio and discuss your goals for the immediate future as well as your ongoing legacy.

2

We’ll outline our recommended solutions for your estate planning services and enlist or collaborate with other professionals to create a comprehensive plan that suits your needs.

3

We will sit down with you and your family to discuss options for using the money they are set to inherit and facilitate a productive conversation about financial literacy and wealth management.

4

We will provide ongoing support and guidance to you and your family with the intent to continually adapt your wealth management solutions to evolving needs and changing family dynamics.

Schedule a Consultation with Your Team of Wealth Managers & Advisors

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