Is Your Family Ready to Protect Wealth Across Generations?
Take the Multi-Generational Scorecard and Find Out!
Grab a coffee and answer 20 questions to uncover strengths and gaps in your wealth plan for your family and business — and get personalized, actionable recommendations to secure your legacy.
Is your family prepared?
Get answers in 3 minutes.
Evaluate tax planning, estate and trust structures, succession, and family governance
Receive personalized insights for your lowest-scoring pillars
Includes a business owner module if you run a corporation or family business
Who Benefits Most
Families looking to protect and grow wealth for kids and grandkids
Business owners planning succession and transition to the next generation
Anyone wanting to ensure their heirs are educated and aligned with family values and goals
Testimonials
John Doe
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Jane Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.