Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • History
    • Profile
    • Mission / Values
    • Clients
    • Diversity
    • Community
    • Awards
    • Locations
  • Meet The Team
    • Principals / Directors
    • Associates
    • Investments
    • Client Care/Operations/HR
  • Our Services
        • Service Levels and Costs
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • Client Experience
    • Fiduciary Fee-Only Financial Advisors
    • Financial Team Leader
    • Online Reporting
    • Interactive Planning
    • Team Approach
    • Deep Expertise
    • Client Stories
  • Resources
    • How To Select An Advisor
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Multi-Generational Planning

Multi-Generational Planning

  • Home
  • / Financial Planning Services
  • / Multi-Generational Planning
Request a Consultation

Preparing Future Generations for Financial Success

How do I help my children understand the value of a dollar? How do I set up trusts to give them access to money but not too much too fast? What is the best approach to helping them with their career without giving them too much? How much should I really leave to the kids in my estate plan? These are many of the questions facing wealthy families as they look ahead and worry about the future generations of their family.

HB specializes in working with multi-generational family situations. Instead of providing generic education classes or seminars we focus on a personalized approach unique to each family. We can advise on what we have seen work well (and not work well) in our 35+ years of working with wealthy families. We can help you talk with your children or grandchildren about the family wealth situation when the time is right, including helping to facilitate family meetings when appropriate.

Working together, we can help you tackle the challenge of preparing future generations for financial success.

Wealth Transfer Strategies Are Part of Generational Planning

An often overlooked part of estate planning conversations are the implications of how wealth transfer will occur, including the potential unintended consequences of how trusts are set up for future distributions.  Your HB financial advisor can help you link your estate plan details with your goals for how future generations will hopefully honor your values and utilize their inherited wealth.

How Can We Protect Assets From Next Generation Risks?

A common question that families worry about is how to ensure that the next generation does not lose their inheritance via divorce or legal conflict.  Your HB financial advisor can help you understand the pros and cons of trust structures and other strategies that can potentially address these concerns.

Family Foundations and Charitable Giving Can Promote Shared Decision Making

Families often do not want to bring the next generation to the table to decide how to spend their money, but they are often more comfortable having those conversations around charitable giving of their money to others. Family foundations and donor advised funds can provide a good starting point for multi-generational shared decision making and discussions about the important values that the family feels are a priority. These charitable giving discussions can eventually transition down the road into a more formal family meeting structure that can start to incorporate the bigger financial picture and conversations about the management of family wealth. Your HB financial advisor can help you with how to use these conversations to get started on the path towards greater involvement and awareness for future generations of your family.

How Do We Build Multi-Generational Wealth?

A common saying in the world of family governance is that values are caught, not taught.  Your HB financial advisor can help you think about the implications of how you talk about money and your values with future generations.  Avoiding “shirtsleeves to shirtsleeves in three generations” goes beyond the technical expertise related to business succession, estate planning, risk management, and other wealth transfer strategies.  Financial education for the next generation is also an important part of the overall multi-generational planning approach.

Planning Your Family Legacy

What values are more important to your family?  How do you want your family to be remembered in the community?  How do you share these values and priorities with future generations?  Your HB financial advisor can help you with tools to identify and share your values and priorities with the broader family.

Why You Need a Partner for Successful Multi-Generational Wealth Transfer

You want to be a success story, not a case study. You want your family values passed down to your family members via successful multigenerational planning. You want your long-lasting legacy to be a smooth transition, not a messy disaster. Multigenerational family wealth is a challenge, and having HB as your advisor partner in this process can help you navigate the challenges ahead. We understand the challenge of helping you achieve your goals for younger generations ahead, and we are ready to dive in to help you every step of the way.

Tailored Services For High-Net-Worth Clients

Ready to Talk About Educating the Next Generation?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure