We spend time preparing our money for our children and grandchildren.
But, we don’t spend enough time preparing them for it.
This is why 70% of wealth is lost by the second generation, and 90% is lost by the third.
One of the reasons high-net worth families hire us is because we’ve spent the last 30 years helping families proactively avoid this problem.
We do this through family meetings, family retreats, and financial literacy training.
We don’t just work directly with our clients.
We work directly with their children and grandchildren from the very beginning.
Summit Wealth & Retirement Partners is owned and operated by a number of family-oriented individuals.
Let us help you with your multi-generational planning in the same way we do for our own families.
From tax preparation to investment management, and everything in between.
Case Study: Michael & Pam
Michael and Pam have been married for 50 years, and are very proud of the legacy they will some day leave behind. At the same time, they want to ensure that their plans are set appropriately so that their children and grandchildren will be able to enjoy the same lifestyle that they have.
We helped them implement several strategies to maximize their family’s legacy for the next generations.