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.
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.
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.