Top advisors focused on intergenerational families in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need an advisor focused on intergenerational families if you're managing wealth that spans multiple generations, such as planning inheritances or coordinating financial goals across relatives. Without expertise in this area, advisors can overlook family dynamics that affect long-term wealth transfer and harmony.
- Family communication strategies. Look for advisors who facilitate open discussions among family members to align financial goals and expectations.
- Legacy planning insight. Confirm they understand how to structure plans that respect your family's values while addressing tax and legal considerations.
- Conflict resolution skills. Ask how they handle disagreements or differing priorities within families to maintain relationships.
- Education for heirs. Check if they provide guidance to younger generations on managing inherited wealth responsibly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sandra C
Series 63, Series 66
Greenwood Village, CO
Merrill
Sandra Conroy's extensive 40 years of experience and focus on intergenerational families equip her to manage wealth that spans multiple generations, addressing complex family dynamics and legacy planning. As a seasoned advisor at Merrill, a large firm, she offers personalized strategies including education planning and tax minimization, distinguishing her with a comprehensive approach tailored to executives, founders, and families in Greenwood Village, CO.
Experience: 40 years
Avg account: $860,085
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Seth H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Seth Halley specializes in serving intergenerational families, offering expertise in wealth management and equity compensation tax strategy, which supports complex family wealth coordination. Based in Dallas and affiliated with Goldman Sachs Wealth Services, he provides flat-fee seminars and private family office integration, distinguishing him through access to large-firm resources and tailored executive wealth services.
Experience: 5 years
Avg account: $215,149
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Carson L
CFP®, Series 66
Greenville, Ri 02828, RI
Kintra Wealth, LLC
Carson Leydecker specializes in intergenerational families, offering expertise in multi-generational wealth transfer and business exit strategies, which suits families managing wealth across generations. His firm, Kintra Wealth, LLC, employs a collaborative, team-based approach and serves high-net-worth clients with flexible fee options including flat fees and a blended monthly subscription, distinguishing him from advisors with more traditional fee structures or solo practices.
Experience: 2 years
Avg account: $515,103
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Raymond T
CFP®, Series 63, Series 66
Turnersville, NJ
Edward Jones
Raymond Trost specializes in intergenerational families, offering expertise in retirement income strategy, business exit planning, and general estate planning guidance, which supports managing wealth across multiple generations. With 25 years of experience and CFP® certification at Edward Jones, a large firm known for extensive advisory services, he combines seasoned insight with a structured fee of up to 1.35% annually, distinguishing him from advisors with smaller practices or narrower specialties.
Experience: 25 years
Avg account: $246,728
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Dave B
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave Born is well-equipped to assist intergenerational families with his decade of experience and specialties in business ownership and succession planning, which are crucial for managing wealth across generations. His CFP® and CFA® credentials, combined with his independent status and focus on high-net-worth clients, distinguish him by offering personalized, comprehensive financial management with a fee structure starting at 0.35% AUM and $6,250 quarterly, based in Orinda, CA.
Experience: 10 years
Avg account: $4,930,664
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