Generational Wealth Planning

“I believe that “making money” or “creating wealth” out of nothing and “conserving wealth” or “stewardship of legacy wealth” over multiple generations require very different skills and disciplines.

My husband had “created” some wealth and I admired and was grateful for his skill, ability to take risks and to weather setbacks. We all hope for that entrepreneurial spark in each generation. But that spark was his, not mine, and I knew it.

As a new widow with some legacy assets, conserved by six generations on my mother’s side and five generations on my father’s, I recognized that my financial responsibility lay in learning conservation and stewardship skills and passing them onto my children and grandchildren. So when my husband passed, I began backing out of venture capital and commercial real estate and looked for a Financial Advisor who would help me learn, execute and pass on wealth conservation and stewardship strategies.

That was Brand Asset Management. They have built for me in new risk and growth balanced portfolios that provide income and estate projections that will provide a launching pad and a safety net for future generations. They have allowed me to be a grandmother rather than a banker to my grandchildren while helping me instill in them the skills and discipline they will need to carry the next generations forward.

I am very grateful to the fine people at Brand who allow me to sleep soundly every night. They take their fiduciary responsibility seriously.”

Trent