Top advisors focused on multi-generational wealth transfer 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 a multi-generational wealth transfer advisor if you're planning how to pass assets smoothly to your children and grandchildren while minimizing taxes and family conflicts. Without focused expertise, advisors can overlook the unique challenges of coordinating estate plans across multiple generations, leading to unintended tax burdens or disputes.
- Family dynamics insight. Look for advisors who understand how to navigate differing goals and communication styles among family members.
- Tax strategy integration. Confirm they consider gift, estate, and generation-skipping transfer taxes together, not in isolation.
- Legacy planning tools. Ask about their experience with trusts, life insurance, and charitable giving to protect and grow wealth across generations.
- Coordination with professionals. Ensure they work closely with your estate attorney and tax preparer to align all aspects of your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos specializes in multi-generational wealth transfer, offering expertise in estate planning and cash flow management to help families navigate complex legacy issues. Based in Warwick, RI, she brings nine years of experience at a large firm, Mass Mutual Investors Services, which supports clients with comprehensive financial planning and asset management, distinguishing her through access to firm-approved analytical tools and a broad client service approach.
Experience: 9 years
Avg account: $249,379
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Deborah E
Series 63, Series 66
Cape Girardeau, MO
Edward Jones
Deborah Etherton specializes in multi-generational wealth transfer, leveraging 20 years of experience to help families coordinate estate plans and tax strategies effectively. Based in Cape Girardeau, MO, she operates within Edward Jones, a large firm managing over $1 trillion in assets, offering diverse advisory programs with fees up to 1.35% annually, which may provide broader resources compared to smaller firms.
Experience: 20 years
Avg account: $246,728
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Quintina W
Series 66
Norfolk, VA
Merrill
Quintina Wallace is equipped to assist with multi-generational wealth transfer by integrating tax strategies and long-term wealth management, supported by her expertise in business ownership considerations and retirement plans for business owners. Operating within Merrill, a large firm, she offers a 1.10% AUM fee for managed strategies under $2 million and serves diverse clients including women professionals and female executives, distinguishing her through a focus on tailored investment strategies and risk management.
Experience: 5 years
Avg account: $860,085
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Carson L
CFP®, Series 66
Greenville, Ri 02828, RI
Kintra Wealth, LLC
Carson Leydecker specializes in multi-generational wealth transfer, offering expertise in business exit strategies and retirement plans for business owners, which supports complex family wealth transitions. Based in Greenville, RI, he is a CFP®-certified advisor at Kintra Wealth, LLC, providing flat-fee and AUM-based pricing, and serving high-net-worth clients with a collaborative, team-based approach that may differ from solo practitioners.
Experience: 2 years
Avg account: $515,103
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Taylor S
CFP®, Series 65
Chamblee, GA
Verisail Partners, LLC
Taylor Stanfill specializes in multi-generational wealth transfer, offering expertise in retirement income strategy and college savings plans, which supports comprehensive family wealth planning. Based in Chamblee, GA, he operates with a flat-fee and hourly fee structure, providing independent advice through Verisail Partners, LLC, which uses a factor-based investment approach, distinguishing him from advisors with traditional asset management styles.
Experience: 15 years
Avg account: $1,079,382
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