Intergenerational Wealth Management

An intergenerational wealth transfer strategy ensures a seamless transition of wealth to your heirs. Every client has different values, goals, and assets. Just as it may be important to you to plan the transfer of your wealth to beneficiaries, it’s also important for them to prepare for their inheritance and understand their responsibilities.

One of the most important aspects of intergenerational wealth transfer from a financial planning perspective is asset protection. ICC has helped many families pass their wealth to the next generation through strategic estate and tax plans, charitable giving, and trusts. When you choose ICC for wealth transfer planning, you can rest assured that we will do our part to help secure the financial well-being of your family and loved ones.

Intergenerational wealth transfer services can include:*

  • Using philanthropic planning to minimize tax burden.
  • Helping your family have discussions about their inheritance.
  • Helping determine the financial needs of your family members and loved ones.
  • Collaborating with your attorney to draft trusts and wills that address the complexities of transitioning your wealth to the next generation.
  • Working with you and other relevant parties on a business succession plan.

ICC has been providing financial and wealth management services for individuals, families, foundations and corporations since 1987. As one of the largest, independent financial planning firms in Nevada, ICC was the first to implement the fiduciary standard. This means your needs will always come first when you work with us.

Plan For Your Future Generations With ICC

If you’d like to learn more about how we can help you with intergenerational wealth transfer services and have $1,000,00 or more in investable assets, contact ICC founder Randy Garcia at 702-871-8510 or [email protected].

  • ICCNV contact phone number