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.

We’re launching the program in three phases. The first phase, focused on legacy planning, and the second phase, focused on generational planning, have already launched. And by the end of 2018, the third phase will focus on COI Team Building.

Click here to get started with Savvy Generational Planning today!

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