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Generational Wealth Transfer

Create a Legacy That Can Last for Generations

During your life, you work hard to build up assets and create an estate that benefits not only your immediately family, but those who come after you. Generational wealth transfer allows you to pass your legacy down to the next generation of family members. At Stratos Wealth Partners, we have experience with the tools and strategies to help you do so and in a cost-effective way.

Share Your Wealth Now or Later

Generational wealth can be passed down after death or during life. Your estate may include bonds, stocks, cash, real estate, family businesses or other investments you made throughout the years. We can help you set up a plan to transfer that wealth after you die, or we can help you move it down now in any of the following ways:

  • Medical expenses
  • Educational expenses
  • Gifts
  • Inheritance

If you want to pass your wealth down through the generations without paying excess taxes or fees, we can help. We understand the ideal ways to help you share the wealth with those you love while still meeting your tax responsibilities.

Generational wealth is built through decades of smart investments and hard work. We want to make sure that we understand your goals and set up a comprehensive plan for generational wealth transfer.

Give Us a Call

To learn more what we can offer you, fill out our online contact form today. A representative from Stratos Wealth Partners will contact you shortly to answer any questions you have.

Stratos Wealth Partners and LPL Financial do not offer tax or legal advice or services.

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