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:
Start family-focused conversations about your financial legacy
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
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.
It’s time to Pursue Better.™ It’s time for IDA.