The Mestern Group specializes in addressing the unique financial needs of multi-generational families. We are currently working with the third generation of some client households. Our holistic services are designed to manage and grow your family's wealth while preparing younger generations to responsibly inherit and sustain it.

Tailored Services for Multi-Generational Families

1. Comprehensive Wealth Planning: We integrate all of your family's assets into a cohesive wealth plan. We develop bespoke strategies that cater to your family's unique financial dynamics, goals, and values.
2. Intergenerational Wealth Transfer: We plan for efficient transfer of wealth between generations to minimize tax liabilities and preserve family wealth. We ensure your legacy is preserved and your wealth is transferred smoothly to, and used properly by, the next generation.
3. Education for Younger Generations: We equip the younger members of your family with the knowledge and skills they need to manage and grow their personal net worth, and their inherited assets once you are no longer with us. We also provide education on what it entails to be a power of attorney (POA) if the older generation becomes incapacitated, and will provide support if their services are required as an executor. 
4. Insurance Solutions: These are a key component of tax-efficiency in the transfer of assets from one generation to the next. Through our insurance needs analysis, we identify potential risks and liabilities within your financial structure. Where it makes sense, we will then suggest strategic insurance solutions to safeguard your family's wealth.
5. Investment Management: We provide continuous tactical investment management services that adapt to the prevailing market conditions, and to your family's evolving needs 
6. Tax Optimization Strategies: We develop and implement strategies that minimize your family's tax burden and maximize wealth retention. This is possible by using your holistic wealth plan as the foundation. It is implemented through coordinating with your trusted tax advisor(s), and investing in the most tax-optimal way across your registered and non-registered accounts. 
7. Systematic Communication: We maintain minimum quarterly communication with all our client households to ensure that they understand our processes and that we remain aligned with their goals. Transparency and effective communication are the most important part of our business.

At The Mestern Group, we are committed to helping multi-generational families navigate the complexities of wealth management with confidence. Let us partner with you to preserve and grow your family wealth, and ensure a smooth transition of that wealth to the next generation. Contact us today to learn how we can support your family’s financial journey.