This is a high value service that works with the Principal and their trusted advisors to review the existing Estate Plan and discuss it’s resilience to various potential situations, revisions desired by the Principal, and all recommendations or concerns of advisors. We will take a fresh look at the overall Estate Plan and ensure it continues to align with the Principal’s intentions. I will work with each beneficiary individually to educate them on their inherited wealth, and empower them to pursue productive and inspiring lives independent of the inherited wealth.
The overall objective is to give peace of mind that your Estate Plan is resilient to change or the unexpected, operating efficiently in its current form, and up to date on any changes or revisions that may have been directed since it’s original form. It’s working closely with the Principal, advisors, and beneficiaries, bridging gaps in communication and collaboration to ensure a successful execution of the Estate Plan.
Generational Wealth services are a customized offering and designed for the changing needs of your family and Estate.
In this role, I become the bridge between generations of wealth and their advisors by facilitating communication and understanding of the Estate Plan and the needs of the beneficiaries.
I help beneficiaries understand the inherited wealth and empower them to be productive and find joy in the opportunities their wealth affords them.
I was looking for a person who could coordinate our family wealth, and relate to our large and blended family, who together are beneficiaries of my estate. Casey Richter has more than delivered. Casey built confidence, respect, and trust with each family member. Not only has she demonstrated care and integrity with the family, but she has done the same with all of our estate professionals, which includes investment advisors, family office representative, CPA, and estate attorney. She also has become a leader in my estate team, and, in doing so, she has remained an ideal teammate.
Our process starts with a personal, in-depth consultation call to get to know one another, discuss what’s going on in your life, challenges you’re having and what you’re wealth aspirations are.