Skip to main content
Chris Castellano, CPA, CFP®, Managing Director, spoke on a panel at BNY Mellon | Pershing Insite23 in Orlando, Florida. In the panel titled, Growing Your Business with Intergenerational Planning, Chris uncovered best practices of intergenerational family wealth planning through financial planning, including tax and estate planning, to help clients pass money and assets to children and grandchildren.
Click here to learn more about BNY l Pershing Insite23.

At GMAG, we understand that you want to ensure that your financial legacy aligns with the values and aspirations of your loved ones.

Intergenerational planning is the key to achieving financial harmony and establishing a solid foundation for the future. Our GMAG team understands the complexities of navigating family dynamics, preparing heirs, and preserving wealth across generations. Here’s how we can help you:
1.STRATEGIC WEALTH TRANSFER: Our Financial Advisors specialize in crafting customized strategies to transfer wealth seamlessly from one generation to the next. They work closely with you to understand your unique circumstances and goals, developing comprehensive plans aimed to minimize tax implications and maximize the value of your estate for your heirs.
2. EDUCATION AND MENTORSHIP: Instilling financial literacy and a strong sense of responsibility in the next generation is crucial for sustainable wealth management. Our Financial Advisors are mentors who can be relied upon to guide and educate your heirs, empowering them to make informed financial decisions and preserving your family’s legacy.

3.FAMILY GOVERNANCE: Establishing clear and effective family governance structures can facilitate smooth wealth transitions and promote family unity. Our Financial Advisors help you develop governance frameworks that address decision-making processes, conflict resolution, and wealth management guidelines. We assist families in maintaining harmonious relationships among family members by facilitating open communication and collaboration.

4. PHILANTHROPIC ENDEAVORS: Many families aspire to leave a lasting impact through charitable giving. Our Financial Advisors are well-versed in philanthropic strategies and can help you create and manage charitable foundations or donor-advised funds. They will work with you to align your philanthropic goals with your family’s values, ensuring that your giving initiatives reflect your legacy and make a meaningful difference.

5. CONTINUAL SUPPORT AND ADAPTATION: Our Financial Advisors understand that intergenerational planning is an ongoing process. They remain dedicated to providing continuous support and guidance to ensure your financial plan evolves alongside your family’s needs and goals. Whether adjusting investment strategies, revising estate plans, or addressing new challenges, our advisors are by your side every step of the way.

Experience the power of intergenerational planning with our trusted team of financial professionals.
Contact us to schedule a meeting with your GMAG team and discover how our team can empower you to create a lasting legacy for your family. Together, let’s navigate the path to intergenerational financial success.

DISCLAIMER: Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Barron’s to receive expanded profile features, such as a profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2023 Forbes Best-in-State Advisors data is based upon values as of 6/30/2022. This ranking was published on 04/04/2023.