Many of our clients have worked their entire lives to provide lasting security for their loved ones, today and in the future. Eventually, the time will come to pass that wealth on to the next generation. Working with several multigenerational families, we’ve observed the value of including young adult children early in financial planning conversations. At MONTAG, we often facilitate these discussions, so heirs can begin engaging in the financial planning process, ask questions, and gain more confidence to manage future assets independently.
Trust is the foundation of everything we do, so we welcome the opportunity to work with our clients’ children to introduce our team, understand their needs and goals, and build a trusted relationship over time. Our clients share the peace of mind they gain, knowing their children have access to knowledgeable professionals who respect them and can help develop a plan that reflects their values and legacy. We believe financial planning for the next generation is a meaningful gift in engaging and informing your family. If you want to learn more about beginning these essential conversations with your loved ones, please contact our team — we’ll be honored to help.
