Top multi-generational wealth transfer financial advisors
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 to children, grandchildren, or other family members while minimizing tax burdens and family conflicts. Without focused expertise, advisors can overlook the complex interplay of trusts, tax laws, and family dynamics that affect long-term wealth preservation.
- Trust and estate coordination. Confirm how they integrate trusts and estate plans to align with your family's goals and legal requirements.
- Tax impact awareness. Ask how they navigate gift, estate, and generation-skipping taxes to protect your wealth across generations.
- Family communication strategies. Inquire about their approach to facilitating discussions among heirs to prevent misunderstandings and disputes.
- Legacy planning nuances. Look for advisors who consider philanthropic goals and family values as part of the transfer plan, not just asset distribution.
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 trust and tax considerations. 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: 10 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 and expertise in wealth management and tax-loss harvesting to help families navigate complex estate and tax considerations. Based in Cape Girardeau, MO, she operates within Edward Jones, a large firm managing over $1 trillion in assets, offering diverse advisory strategies and a fee structure up to 1.35% annually, which may suit clients seeking comprehensive, firm-backed support.
Experience: 20 years
Avg account: $246,728
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George B
Series 66
Austin, TX
Merrill
George Bonikos is equipped to assist with multi-generational wealth transfer by integrating Merrill's comprehensive wealth management and legacy planning services, supported by his expertise in estate planning and retirement income strategy. Based in Austin, TX, he serves mid-career professionals and high earners, leveraging a disciplined approach and large-firm resources, with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 4 years
Avg account: $860,085
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Carson L
CFP®, Series 66
Greenville, 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 planning. Based in Greenville, RI, he is a CFP®-certified advisor at Kintra Wealth, LLC, providing flat-fee and blended fee options, 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's 15 years of experience and CFP® certification equip him to handle complex multi-generational wealth transfer needs, including retirement income strategy and college savings plans. Based in Chamblee, GA, he offers flat-fee and hourly consulting options through Verisail Partners, which uses a factor-based investment approach, distinguishing him from advisors who may focus solely on traditional asset management.
Experience: 15 years
Avg account: $1,079,382
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