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
Inheritance
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.