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Next Generation Planning

You’ve worked hard to build your wealth, and we’re here to help ensure it continues to make a lasting impact beyond your lifetime.

Open the Lines of Communication

We encourage our clients to involve their children (and other loved ones) in conversations about financial responsibility as early as possible. Your team at MSMF is experienced in helping families navigate these situations to…

  • Lessen the awkwardness and stress around financial conversations
  • Form relationships between the family members who will take over your estate and your team at MSMF
  • Help prepare your heirs for the future and eliminate surprises


Prepare Your Family Members

Educating your family members on financial best practices is a great way to proactively protect your legacy for the future. By bringing family members into the conversation early, we help you…

  • Teach your heirs financial responsibility that will make them more successful in the future
  • Create confidence knowing that your wealth will last longer and make a greater impact when in the hands of well-prepared heirs
  • Better preserve your legacy for the future

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