Multi-Generational
Families
Your family’s wealth has opened up opportunities for generations of family members. Family businesses, real estate portfolios, prestigious education, and life-changing philanthropy are just some of your family’s hallmarks. Optima Asset Management will help you steward the family’s legacy into the future.
Protectors of Legendary Wealth
As the trusted guardians of their family’s lifestyle, values, and legacy, family leaders seek a discreet and experienced partner to provide concierge-level guidance. Together, we help make sure their wealth is managed with care and foresight while preparing the next generation to confidently embrace their future responsibilities.
Sophisticated Strategies for Sophisticated Families
Through the decades, Optima Asset Management has carefully helped families build their wealth to stretch into future generations. As they accumulate more assets, the decision-making and attention to details becomes more complicated. Our team recommends efficient wealth transfer strategies that minimize inheritance tax, apply prudent investment management, and counsel the next generation on how to use the family’s wealth in alignment with their values.
Executive Financial Planning at a Personal Level
Optima Asset Management creates customized wealth management plans based specifically on the family’s values and needs through multiple generations. As your family’s CFO, we’ll guide family leaders through challenging decisions, navigate the details to manage your growing wealth, and educate the next generation. Our planning process is personable and friendly, empowering you to feel confident about your family’s future.
01.
Family orientation
We’ll get to know the family history and dynamics and review the current wealth management plan with an eye toward improvement.
02.
Strategy implementation
We’ll put all your approved action plans into motion including investment allocations, insurance solutions, trustee services, and other necessary guardrails to preserve your family’s wealth.
03.
Ongoing monitoring
You can rely on us to keep a close eye on your family’s investments, trust management, and spending. We’ll hold regular family meetings to update the wealth plan based on changing needs.
Keep Your Family’s Vision Alive with Strategic Wealth Management
Stories of Families in Financial Transition
Every family has created wealth in their own way and has a different idea of their money’s purpose. Cookie-cutter approaches just won’t work at this level. We at Optima understand that multi-generational families need customized wealth management plans, a hands-on approach to execution, and trusted partners to keep family members focused on the long–term legacy.
Jordan
Jordan is in her mid-30s and has inherited a sizeable portfolio from her parents. She is married with young children. Her parents were clients of Optima for over 10 years. They worked hard and were disciplined and careful with their wealth. She hopes to do the same, but she’ll need guidance and support along the way. She realizes the need to continue accumulating assets in order to retire and fund her children’s education. She desires a trustworthy wealth manager who will listen to her goals, protect her interests, and make recommendations that would build wealth for her own family.
- Financial Planning — We helped Jordan with her own estate planning, including revocable and irrevocable trusts to efficiently pass her family’s wealth to the children and save for college.
- Philanthropy — Jordan's parents had a donor-advised fund (DAF), but she’d like to make a bigger impact and didn’t want to bother with making contributions herself. So we partnered with estate attorneys to set up a charitable lead trust (CLT).
- Investment Management — With decades until retirement, Jordan has her own goals and risk appetite, so we repositioned her portfolio assets toward growth by investing in alternative assets.
The Martins
Siblings Anthony and Linda, and their cousin Roy, have inherited wealth that their grandfather created through his own tech company. Anthony continues to work as an executive in the family business. All of them are living off of trust funds that their grandparents and parents carefully set up for them. They also have children ranging from 8 to 22 years old. The family is well-known in the community for their philanthropy emanating from a family foundation that Linda leads. The Martins also have many assets that need monitoring and managing. They enjoy a luxurious lifestyle, but they want to make sure their children understand the purpose of the family’s money and are prepared to take over when it’s their turn.
- Tax Planning — We partnered with their accountants to set up lifetime giving strategies to minimize inheritance tax to their children.
- Family Management Office — We assisted with family governance and reduced emotional conflicts by providing detailed financial reports and handling operational tasks.
- Succession Planning — We talked to them about options to monetize the family business for everyone’s benefit and guided them through the sale of the majority interest to a private equity firm.
Get Started Planning for Your Family’s Future
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