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MULTI-GENERATIONAL PLANNING. OPTIMAL WEALTH TRANSFER.

LEGACY

Protecting wealth is as important as building wealth. The kind of work it takes to become wealthy, and the kind it takes to preserve wealth are very different. A stunning 70 percent of prosperous families lose their fortune by the second generation, and 90 percent by the third. “Shirtsleeves to shirtsleeves in three generations” is something we can help our clients avoid. As parents and grandparents, many of our clients hope to create a legacy for their children and grandchildren, or for organizations and philanthropic causes that reflect their ideals. 

Creating a legacy is not limited to managing wealth, but also managing the impact of wealth. Gunn Capital offers multi-generational investment planning. We can help educate beneficiaries on asset management and growth. As value investors we are equipped to create a portfolio that increases spendable lifetime income while protecting principle assets. We create investment portfolios not only with the individual investor in mind, but often on behalf of children and grandchildren.

We will walk you through critical steps in maintain and growing multi-generational wealth:

  • Determine the senior generation's lifetime spending needs.

  • Calculate excess capital available.

  • Build an optimal wealth transfer strategy.

  • Identify estate planning risks created by early mortality and hedge against them.

  • Build flexibility into your wealth transfer plan as circumstances change.