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Generational Strategies Group, LLC

Helping You Pass the Torch to the Next Generation

We Are Experts in All of Your Estate Planning Needs

Our firm was founded as an advanced estate and trust planning practice for ultra high net worth clients and to provide them with the best wealth preservation strategies that only years of experience can bring to the table. Our more than 30 years in Estate planning allows us to focus on the individual wants and needs of our clients. Estate tax is a voluntary tax imposed against people who fail to plan or hire the wrong planners.

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Legacy Planning

It’s not just the financial inheritance they look to pass on, but the familial inheritance as well. These families work diligently to share their stories, values and life lessons with their heirs. It’s about more than money. It’s about the legacy and leaving a mark on the world. The focus shifts from financials to building a strong bond within the family, full of trust and communication. Together, we can prepare each family member from one generation to the next.

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Retirement Planning

Retirement planning is the process of setting goals for your retirement years and then creating a plan to fulfill those goals. Executing a retirement plan requires most people to put aside some of their current income for long-term savings and investment. You can use tax-sheltered vehicles, such as traditional individual retirement accounts (IRAs) and employer pension plans, to fund part of your retirement plan with pre-tax dollars.

We are experts in advanced estate and tax planning strategies. We help our clients Preserve, Protect and Perpetuate a life time of hard work onto the people they care most about, children, grandchildren and charity.

Advanced Estate Trust Planning

Generational Strategies Group, regularly assists affluent clients with sophisticated planning strategies, such as Dynasty Trusts, Family Limited Liability Companies, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, and Charitable Remainder Trusts. A carefully designed estate plan may include one or more of these estate planning vehicles.

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Tax Deferral and Asset Protection

Recognizing taxes, asset protection and estate planning go hand in hand. Generational Strategies Group prides itself on being on the cutting edge of innovative strategies to ensure that our client’s estate, businesses and other assets remain theirs – protecting our clients now and in the future.

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Generational Strategies Group, LLC

5150 Tamiami Trail N, Suite 600
Naples, FL 34103


Hours of Operation
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM