Top financial advisors working with intergenerational families
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. A common mistake is treating family wealth as separate accounts instead of a connected strategy that considers everyone's needs.
- Family communication approach. Look for advisors who facilitate open discussions among family members to align goals and expectations.
- Legacy planning insight. Ask how they help structure inheritances to minimize conflicts and support long-term family harmony.
- Tax and trust coordination. Confirm they understand how to integrate trusts and tax strategies across generations, not just for individual clients.
- Conflict resolution skills. Check if they have experience managing disputes or differing priorities within families to keep plans on track.
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-year experience and focus on intergenerational families make her well-equipped to manage wealth that spans multiple generations, addressing complex family financial needs. As a seasoned advisor at Merrill, a large firm, she offers personalized wealth management strategies with a 1.10% AUM fee for accounts under $2 million, and her background as a founder and executive adds practical insight into family and business financial planning.
Experience: 41 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, equity compensation tax strategy, and tax-loss harvesting, which supports coordinated financial planning across generations. Based in Dallas and affiliated with Goldman Sachs Wealth Services, he provides flat-fee options for seminars and family office integration, benefiting clients seeking structured legacy planning within a large firm environment.
Experience: 6 years
Avg account: $215,149
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Carson L
CFP®, Series 66
Greenville, RI
Kintra Wealth, LLC
Carson Leydecker specializes in managing wealth for intergenerational families, offering expertise in multi-generational wealth transfer and business exit strategies. His firm, Kintra Wealth, LLC, employs a collaborative, team-based approach and serves high-net-worth clients with flat-fee and blended fee options, distinguishing him from others by combining personalized planning with flexible pricing and a focus on complex family financial dynamics.
Experience: 2 years
Avg account: $515,103
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Raymond T
CFP®, Series 66, Series 63
Sewell, NJ
Edward Jones
Raymond Trost's 25 years of experience and CFP® certification equip him to address the complex needs of intergenerational families, including estate planning and business exit strategies. Operating within Edward Jones, a large firm with extensive resources, he offers a comprehensive approach that integrates retirement income and business ownership considerations, differentiating him from advisors with narrower focuses or smaller firm affiliations.
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-suited for families managing wealth across generations, offering expertise in intergenerational family dynamics and business succession planning. His dual CFP® and CFA® certifications, combined with a decade of experience and a focus on high-net-worth clients, distinguish him from others. Operating independently from Orinda, CA, he provides personalized financial management with a fee structure starting at 0.35% AUM and $6,250 quarterly, emphasizing a comprehensive, evidence-based investment approach.
Experience: 10 years
Avg account: $5,408,468
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