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Multi-Generational Planning

Multi-generational wealth planning often requires the expertise of financial advisors, estate planners, tax professionals, and attorneys. At Diazo, our planning-aligned partnerships provide personalized guidance and help families navigate complex legal and financial matters.

About Multi-Gen Planning

Multi-generational wealth planning involves strategies aimed at preserving and transferring wealth from one generation to the next. It’s a comprehensive approach that considers various factors, including financial assets, family dynamics, tax implications, and philanthropic goals.

Overall, inter-generational wealth planning is about creating a roadmap for the preservation, growth, and responsible transfer of wealth across multiple generations. By taking a proactive and holistic approach, families can minimize potential risks and conflicts while ensuring their wealth supports their long-term goals and values.

In planning, one size does not fit all. The success of our clients derives from understanding the unique details of your situation and planning accordingly. We provide services and support with that in mind. At Diazo, we have an exceptionally-curated network of trusted partners – all of whom we have vetted and trust to provide the premium customer service our clients deserve and come to expect.

Together, your family and our team of professionals collaborate to make certain that all aspects of generational wealth planning are integrated into a cohesive strategy. Our goal is to provide interdisciplinary expertise and guidance that maximizes the effectiveness of your plan and provides our clients with peace of mind.

Multi-Gen Planning Benefits

Comprehensive-Financial-Planning

Comprehensive Financial Planning

Plans encompass all aspects of financial life, including investments, taxes, estate planning, insurance, and retirement

Tailored-Solutions

Tailored Solutions

Crafted personalized solutions that incorporate values, priorities, concerns, and goal-alignment

Objective-Advice

Objective Advice

Our advisors are fiduciaries, meaning they are legally obligated to work solely in your best interest

Education-and-Guidance

Education & Guidance

Advisors demystify complex financial concepts, provide clarity, and empower clients to make informed decisions and take control of their financial future

Planning-Aligned-Partnerships

Planning-Aligned Partnerships

Coordination with other professionals to collaborate on minimizing gaps and maximizing success

Adaptability-and-Flexibility

Adaptability & Flexibility

Continuous monitoring of your plan to accommodate changing circumstances, shifts in market conditions, tax laws, and family dynamics

Multi-Gen Planning Key Aspects

1

Asset Protection

One primary goal of multi-generational wealth planning is to protect assets from risks such as creditors, lawsuits, and divorce. This may involve establishing trusts, utilizing asset protection vehicles, and proper insurance coverage
Asset Protection
2

Tax Efficiency

Minimizing tax liabilities is a significant aspect of wealth planning. Strategies may include gifting, estate planning, charitable giving, and utilizing tax-advantaged accounts. Estate tax, gift tax, and generation-skipping transfer tax are essential.
Tax Efficiency
3

Estate Planning

Estate planning involves orderly transfer of assets upon death while minimizing taxes and administrative costs. This often involves creating wills, trusts, powers of attorney, and other legal documents to ensure assets are distributed according to the individual’s wishes.
Estate Planning
4

Education & Communication

Effective communication among family members is crucial for successful wealth transfer. Educating heirs about financial responsibility, wealth management principles, and family values can help prepare them for their inheritance and reduce the likelihood of conflicts.
Education & Communication
5

Philanthropic Giving

Philanthropy is a way to leave a lasting legacy and instill values in future generations. Establishing family foundations, donor-advised funds, or charitable trusts allows families to support causes they care about while receiving tax benefits.
Philanthropic Giving
6

Family Business Succession Planning

For families who own businesses, succession planning is essential to ensure a smooth transition of ownership and management to the next generation. This may involve preparing family members for leadership roles, implementing buy-sell agreements, and addressing potential conflicts among heirs.
Family Business Succession Planning

Start designing your future

When partnering with Diazo, you can count on your advisor to be accessible and ready to pick up when you call. Whether you’re concerned about the effects of market volatility on your retirement or need guidance buying a new car, your advisor is there to talk you through problems big and small— at least the ones with a dollar sign attached. And even a few that don’t. All you have to do is ask..

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