Legacy & Generational Wealth Planning
Long-term strategies focused on preserving wealth, minimizing taxes, and preparing future generations for responsible financial stewardship.
How wealth gets passed, and how the next generation receives it.
Legacy planning is broader than estate planning. It includes the transfer mechanics, wills, trusts, beneficiary designations, and also the conversations: how families talk about money, how the next generation is prepared to receive it, and what values are intended to travel alongside the assets.
We help families coordinate the technical pieces (efficient wealth transfer, charitable giving structures, dynasty trust strategies where appropriate) with the relational pieces (family meetings, financial literacy education for the next generation, clarity around expectations and intentions).
How we work on this with you.
- Multi-generational planning review
- Charitable giving structures (DAF, foundations, CRTs)
- Trust strategies for intergenerational transfer
- Financial literacy for the next generation
- Family meeting facilitation
- Coordination with attorneys and tax advisors
Important: Legacy planning often involves complex tax, legal, and family considerations. Solera Advisory Group does not provide legal advice. Strategies described should be reviewed with the client's attorney and tax professional before implementation.
Asset-Map. Every part of your financial life.
We use Asset-Map as part of our planning process to visualize how every account, policy, and beneficiary connects, and to surface gaps that traditional statements can miss.
Asset-Map is a third-party tool used for organization and visualization. It is not investment advice and does not include any recommendation to buy or sell any security or insurance product.
Other ways we may be able to help.
Estate Planning & Wealth Transfer
Coordination with legal and tax professionals to implement wills, trusts, beneficiary strategies, and efficient wealth transfer plans.
Learn more → 06Tax-Efficient Planning
Tax-aware strategies across investments and retirement planning, including tax diversification, Roth conversion evaluation, and charitable gifting strategies.
Learn more → 11College & Education Planning
Strategic planning using 529 plans, custodial accounts, and financial aid considerations to help families prepare for education expenses.
Learn more →