We’ll help you navigate family communication and create a plan to transfer wealth
You’ve worked hard to achieve wealth and you’re ready to begin thinking about creating a plan that reflects your values and priorities about transferring that wealth between generations of your family. We can help.
The IDA Intergenerational Wealth Planning Experience will help you:
Create alignment among family members about your intentions
Identify the roles of key family decision makers
Create a plan to transfer your wealth in a way that reflects your values
Start Planning Your Experience
The IDA Intergenerational Wealth Planning Experience is a thoughtful, educational and collaborative experience for families seeking to strengthen their financial peace of mind. It will help you communicate clear expectations as you think about how to transfer your legacy to family members across multiple generations.
IDA currently serves as a full-time fiduciary adviser team to several multi-generational families. Let us put our knowledge, experience and caring perspective to work for you.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083