Generational wealth may be something you inherit and/or bequeath to the next generation. Consider strategies for building wealth and for its tax-efficient transfer to your heirs. Don’t over-sacrifice on necessities today just to establish your kids’ fortune. What is generational wealth? Generati...
You should discuss what your family values represent, outline the shared vision and what wealth strategies will help create legacy wealth. A written generational wealth plan has the potential to pave the way for each family member to understand their role and responsibility to perpetuate the ...
Wealth preservation and transfer specialists Our Firm Welcome to Generational Strategies Group, LLC, where we specialize in providing advanced estate planning strategies that go beyond the traditional approach. Founded by Chris T. Christensen, a seasoned
To provide Tax and Accounting strategies both insightful and meticulous, we prioritize understanding your unique goals, needs and background. This approach is grounded in the belief that we will earn the right to remain your valued partner for the long haul. Learn Why...
The Generational Way Award-Winning Wealth Management Since 2010, our firm and its members have received recognition by various regional and national media. These awards are determined by a third party and in some cases by our peers in the finance industry. Additionally, we contribute as expert so...
To provide Tax and Accounting strategies both insightful and meticulous, we prioritize understanding your unique goals, needs and background. This approach is grounded in the belief that we will earn the right to remain your valued partner for the long haul. ...
Incorporating real estate tax implications into the estate planning process and evaluating all succession options is key to preserving your wealth for your beneficiaries and providing peace of mind. Consider theseestate tax planningstrategies that may help to ensure a smooth transfer of real estate asse...
A Generational Shift: Family Wealth Transfer Report 2019leverages the Wealth-X global database of records on the wealthy to shed a spotlight on those individuals passing on wealth to the next generation. From this dataset, the largest of its kind in the world, Wealth-X identifies differences in...
Malawi promulgated Customary Land Act, 2016, as a step towards achieving triple objectives of land tenure security, efficient land-use and improved land market. Customary land, however, consists of multiple and competing land rights. Mobilizing the concept of intergenerational wealth transfer, this ...
Generational wealth refers to assets passed by one generation of a family to another, such as stocks, bonds, real estate, and family businesses.