High-Net-Worth Families
Families with more complex financial pictures may encounter planning considerations that span generations — coordinating investments, estate documents, and family conversations together.
Typical financial questions
- How do we coordinate planning across multiple family members or generations?
- How does our estate plan relate to our investment approach?
- How do we think about charitable giving as part of our plan?
Potential planning priorities
- Coordinating planning across family members
- Aligning investment approach with estate-planning documents
- Considering charitable-giving priorities where relevant