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Multigenerational Planning

Preparing the next generation for the financial issues it may face can be a challenge for many families and individuals. When significant wealth is involved, the challenges may be particularly complex. And for families concerned with the ownership or management of a business, the potential for complications regarding succession, liquidity events, and business strategy increases. Archer Huntley Financial Services, Inc., can provide assistance with the financial concerns often raised when family issues related to a family-owned business or personal matters arise.

Services include:

  • Succession planning
  • Access to family business specialists and assistance with their services
  • Financial education for younger generations
  • Mentoring of children
  • Coordinating and planning family meetings