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Securing family legacies through Strengthening family ties |
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Wealth management is about more than money. People attach powerful meanings to their wealth, linked to power and security, to love and a feeling of personal success. These meanings often emerge in the midst of wealth management and personal and family dynamics may result.
Gifted Generations(GG) helps families of wealth and their advisors when family dynamics complicate the planning process. Through case consultation, family meetings, and, in more serious situations, psychotherapy, GG equips families and advisor teams with solution-focused strategies that return advisors to their task at hand, and empower families to follow through on their wealth management and legacy goals.
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Values that shape our work
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GG (Gifted Generations) believes affluent families thrive by
strengthening family bonds, articulating their values regarding wealth,
and teaching their children how to manage money.
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GG helps clients define and reach goals of their own choosing.
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GG uses a collaborative approach in working with advisor teams and families.
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GG uncovers the wisdom developed by a family’s previous generations and
applies it to present challenges. At the same time, we bring forward
families’ creativity as they chart their future directions.
- GG equips families and advisor
teams with solution-focused strategies that return advisors to the task
at hand, securing clients' readiness to accomplish wealth managment
goals while strengthening the family's bonds.
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Gifted Generations • 190 Main Street • Northampton, MA 01060 • (413) 582-9800 |
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