Managing generational wealth is challenging and often overwhelming. Modern wealth planning aims to sustain both assets and family factors (such as harmony and goodwill). Gleneagles can help. We understand successful wealth transfers need effective communication structures, rising generation education and exposure, and both individual and collective vision for wealth and the family. Our team has time-tested, best practice experience in legal, tax, real estate, and investments — and equally excels at guiding families on family governance, education, and family meetings.
Because personalities, goals, and priorities often shift from generation to generation, our team advises families in constructing a plan that is both inclusive and strategic. Our experience in facilitating family gatherings, preparing the rising generation, and crafting family processes brings peace and alignment to the family enterprise. We collaborate seamlessly with your other advisors to ensure every detail is addressed. Most importantly, we help your family create a shared vision, convene around common values, and suggest policies to guide future generations.
Our aggregated reporting provides a holistic view of the family holdings: framing liquidity, public and private investments, trusts, real estate, and other complex assets. This data aggregation fuels informed decision-making and gives families peace of mind that their entire financial portfolio is included and considered.
We work together with families and their advisors to monitor all assets across the family enterprise, ensuring that each investment is working to support the overall goals of the family.
Some of our families retain us as their investment advisor. Through Gleneagles Investment Advisors, our full-service registered investment advisor (RIA), we work in partnership with families to craft strategic asset allocation, and to execute and monitor those positions.
Education, building competencies, and boosting confidence prepares the rising generation (no matter the age) to be successful, future wealth strategists. We work with your family on tailored family events and selecting targeted outside conferences and programs to help future leaders acquire the skills and perspectives to lead your family forward.