I often advise across multiple generations of the same family. Our engagement may involve investing in the capital markets or exploring options related to a family-owned enterprise. This may represent the majority of their wealth. Having built and sold a family business myself, I bring a deep level of understanding to such clients. Parents often wish to transfer more than wealth to future generations. They value my role as a counselor, coach, and resource. Our financial plan addresses the needs and concerns of each cohort. It may fuel philanthropy, supporting causes or institutions they value.