EDISON FAMILY OFFICE SERVICES · PRESERVE
Multi-Generational Planning
Planning that looks past the next transfer to the ones after it.
WHAT IT ACCOMPLISHES
Planning that looks past the next transfer to the ones after it.
Multi-generational planning designs trusts, ownership and governance so that what a family builds can be protected and passed on more than once, with the flexibility to adapt as each generation’s circumstances differ.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Multi-generational and dynasty trust design
- Ownership structures for shared family assets
- Education and preparation of heirs
- Periodic redesign as the family grows
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Planning that looks past the next transfer to the ones after it.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.