Multi-Generation Family

Welcome to Savvy
Generational PlanningSM

Savvy Generational Planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation. A third portion of the program helps build a COI generational planning team.

Click here to get started with Savvy Generational Planning today!

Questions? Call Horsesmouth at (888) 336-6884.