SeasideWealth Advisors
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Who we serve · 05

Multi-Generational Families

Growing wealth is half the job. The other half is making sure it arrives: documents current, beneficiaries right, structures funded, and the next generation ready to receive it.

Schedule a ConsultOr run the Estimator →

Two ways wealth crosses generations. Toggle to seal the leaks.

Two ways wealth crosses generations

estate taxprobate & feesYouYour childrenTheir children

What arrives: a fraction of what you built

Estate documents are drafted by your attorney; we coordinate the plan and the funding.

  • 01

    The handoff is the risk

    Estate documents older than five years, unfunded trusts, stale beneficiaries. Most leaks live in paperwork nobody has reopened, and they only show themselves at the worst possible moment.

  • 02

    Structures that hold

    Trust funding, ILIT structuring, generation-skipping review, coordinated with your attorney. We don't draft the documents; we make sure the documents and the money actually line up.

  • 03

    The next generation, ready

    Wealth that arrives unannounced rarely lasts. We bring heirs into the conversation early, so the plan they inherit is one they've already met.

Where to go next

The work behind this, in depth.

Estate Planning & InsuranceWealth & Investment ManagementPrivate Equity Access

Most clients leave their first call with something their last advisor never gave them: a plan.

Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.

Schedule a 30-Minute ConsultOr start with the Estimator →