CASE STUDY
Cultivating a Lasting
Family Legacy.
In this case study, we demonstrate what multigenerational family planning looks like and highlight how Heritage Wealth Advisors helped a family achieve a financial plan catered to the needs of multiple generations.
As our client’s portfolio and family expanded, so did our responsibility and relationship with the client’s extended family, empowering them to achieve financial success and wealth conservation through four generations.
This Case Study Covers:
- Multigenerational Goals and Planning
- Family Strategy & Guidance
- Liquidity Implications
