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 be managing wealth that spans multiple generations, such as planning for your children’s education or your parents’ legacy. Without focused guidance, it’s easy to overlook how decisions today affect family members down the line.
- Family dynamics insight. Look for advisors who understand how to navigate differing goals and communication styles across generations.
- Legacy planning integration. Confirm they consider estate plans, trusts, and gifting strategies as part of a cohesive family wealth approach.
- Tax impact awareness. Ask how they address tax consequences that can ripple through generations, including inheritance and gift taxes.
- Education funding strategies. Check if they help balance saving for college with other family financial priorities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Emma K
Series 66
Sitka, AK
Edward Jones
Emma Klein specializes in intergenerational families, offering expertise in multi-generational wealth transfer and business succession planning, which suits families managing legacy and education funding across generations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to extensive resources and a broad range of advisory programs, with fees up to 1.35% annually, distinguishing her from smaller, less resourced advisors.
Experience: 2 years
Avg account: $246,728
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Seth H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Seth Halley specializes in intergenerational family wealth management, leveraging six years of experience and a Series 66 designation at Goldman Sachs Wealth Services in Dallas. His firm offers flat-fee seminars, Private Family Office integration, and advanced portfolio management, distinguishing him with access to large-firm resources and tailored executive and founder-focused strategies.
Experience: 6 years
Avg account: $215,149
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Dave B
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave Born is well-equipped to assist intergenerational families in Orinda, CA, combining his CFP® and CFA® credentials with a decade of experience and a focus on business ownership considerations. His firm, Private Financial Management LLC, serves high-net-worth clients with an independent approach and a fee structure starting at 0.35% AUM plus quarterly fees, distinguishing him through personalized, comprehensive financial management.
Experience: 10 years
Avg account: $5,408,468
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Michael E
CFP®, Series 65
Indianapolis, IN
FI3 Financial Advisors, LLC
Michael Emerson specializes in serving intergenerational families, leveraging 10 years of experience and CFP® certification to address complex wealth management and tax strategies for high-net-worth clients. Based in Indianapolis, he offers a multi-family office approach through FI3 Financial Advisors, combining investment management with Family CFO services and proprietary private funds, differentiating him from advisors with narrower focuses or less integrated offerings.
Experience: 10 years
Avg account: $4,472,671
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Ben S
CFP®
Malvern, PA
Ketwich Capital LLC
Ben Schmid is well-equipped to assist intergenerational families in Malvern, PA, combining 17 years of experience with specialties in charitable giving and wealth management. As a CFP®-certified independent advisor serving high-net-worth clients, he offers flexible flat-fee and AUM-based pricing. His background includes Wall Street experience and a focus on purposeful financial planning, distinguishing him from others by integrating legacy and philanthropic strategies.
Experience: 18 years
Avg account: $1,417,865
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