FrankPassmore.com

Multigenerational Families

Building and sustaining generational wealth is essential. Alongside planning for your personal wealth during your lifetime, we offer our support to help ensure your children, grandchildren, and future generations thrive financially.

Legacy planning Family strategy Long-term stewardship

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Multigenerational Families

Legacy planning that supports generations

As your dedicated financial team, our goal is to nurture a legacy that will benefit your future generations and instill the importance of responsible stewardship in your heirs. We regard your loved ones as an integral part of our cherished relationship with you.

The Importance of Family Meetings

Strategic planning should cover every aspect of your estate, including preparing for the transfer of your assets. It’s normal to feel uneasy sharing personal financial details with an executor, trustee, or key heirs—yet clarity and direction for those you leave behind is essential.

We’ve led many family financial discussions over the years. As your guide, we help ensure your heirs understand the legacy you intend to create. With a solid plan in place, we can advocate for your wishes long after you’re gone.

Multigenerational Financial Planning

The goal is to help ensure your wealth transfers smoothly to the beneficiaries you choose. Our comprehensive plan and ongoing support provide a foundation for your legacy to thrive—preserving resources while empowering loved ones to become responsible stewards.

We regularly assess and update beneficiary designations according to your wishes, bridging the gap between generations through thoughtful legacy planning.

Planning for New Investors

If someone matters to you, they matter to us too. We welcome new investors by educating them on the essentials of markets, the economy, and key investment concepts—so they feel confident at each milestone as they build wealth.

Starting earlier can create meaningful long-term benefits, and we’re proud to be trusted partners throughout the journey.

Holistic Generational Wealth-Building

We focus on more than investments. Legacy planning includes estate transfer strategies, tax-awareness, beneficiary reviews, and coordination across your planning needs—because a lasting legacy is about more than returns.

Our goal is for your heirs to experience the same financial confidence you enjoyed in your lifetime—and to help uphold and extend that legacy for future generations.

Confidence comes from attention to detail.

Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.

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