Multi-Generational Wealth2020-05-28T22:57:30-07:00


It’s an aspiration of every investor to have an empire that runs across multiple generations. Everyone wants their wealth, property, and businesses to last a lifetime.

The key to addressing intergenerational wealth transfer lies in proper estate planning. That is why only a sustainable plan is key to building long-lasting estates.

You will need a well-executed estate plan to uphold the same financial well-being that you have always strived to achieve. When planning for the transition of your wealth to the next generation, your contribution matters the most.

What Multi-Generational Wealth Management Services Can Your Advisers Help With?
Besides guiding your beneficiaries on how to manage wealth, we have also put the right strategies in place to ensure all your wishes are followed. Our wealth management advisors address include:

Your family legacy
Family values and doctrines
Business transitions
Implementation of wills and trust

All these topics are critical to a successful wealth transfer. Instilling your values into the estate’s beneficiaries gives them the mental capacity to grow your empire.

Why Choose Pence Wealth Management?
With an advisory team that can serve you with constructive discussions about your estate goals, we can assist your family in managing the estates.. While conversations pertaining to estate matters might be difficult, they enhance your family’s well-being.

Equipped with intergenerational wealth management strategies to maintain a lasting legacy for your estate, we offer solutions to inheritance through family discussions and conversations. Our aim is to safeguard what you strived to achiever yourself and your family over the years. If you have questions and concerns, reach out to us. We are here to serve you.

Pence Wealth Management and LPL Financial do not offer legal services. Please consult your legal advisor regarding your specific situation.


Explore our comprehensive estate planning services that fit your unique personal needs and circumstances.

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We put significant fundamental research work to choose the right investment opportunities for our clients.

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At any time, you can review your portfolio, request changes, or get more involved with how your funds are managed.

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By working with Pence Wealth Management, you can address that your assets allocation is working for you, not against you.

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We will work towards your portfolio in being properly diversified, enabling your portfolio to pursue growth

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Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


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