Multigenerational Planning

William Blair & Company’s expertise in wealth transfer allows us to design multigenerational plans that perpetuate the family’s priorities yet retain the flexibility necessary to respond to the shifting financial and regulatory challenges sure to face future generations. We meet and work with the family’s accountants, attorneys and other trusted advisors to design and implement the plan.

Before focusing on shifting wealth to subsequent generations, though, William Blair & Company’s first priority is making sure the plan provides appropriate wealth for the current generation. We work with clients to identify their likely lifetime needs and develop a plan that provides assurance those needs are met. We then focus on shifting wealth in a tax-efficient manner that is consistent with the family’s priorities.

Important Disclosure

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