Multi-Generation Family

Welcome to Savvy
Generational PlanningSM

Savvy Generational Planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation.

We’re launching the program in three phases. The first focuses on legacy planning and launched in January 2018. The second focuses on generational planning and will launch in June 2018. And in late summer, the third phase will focus on COI Team Building.

Click here to get started with Savvy Generational Planning today!

Questions? Call Horsesmouth at (888) 336-6884.