Multigenerational Families

Every family has distinct needs and concerns, and these differ from generation to generation. Younger adults might need help with budgeting, buying a home, or paying down educational debt. They might also need some training and guidance on financial topics. Older adults might be approaching retirement, cultivating opportunities to travel, explore volunteer opportunities, or learn new skills. Seniors might be worried about long-term care and staying healthy after they retire. They might also wonder about ways to prepare their heirs to receive wealth and administer it according to their wishes, family traditions and values.

Hightower Naples understands how to work with affluent individuals and families with wide-ranging needs. Through our Wealth Compendium^®, we help families like yours work through the 13 wealth planning essentials to create a practical plan to help build, preserve, and distribute wealth in a meaningful and thoughtful way.