Fifth Third Bank

Multi-Generational Wealth

Multi-Generational Wealth Management

When a family sells its business and sets out in new directions, the odds of sustaining the same level of wealth into the next generation decrease. This can be the result of assets dividing across multiple branches, family members with disparate goals or financial acumen, increased spending or an array of advisors providing conflicting advice.

Weath Generation, Asset Splitting, Disparate Financial Goals, Poor Decision Making, Increased Spending, Conflicting Advice

To succeed, families cannot leave wealth perpetuation to chance. Instead, they must be active stewards and create a culture that celebrates entrepreneurship, and joint decision-making and activity. Our platform can assist your family in creating or maintaining this culture and thereby perpetuating your wealth and values, key features of a family's legacy.

The Need
The Response

Planning for today, tomorrow and the next 100 years.


111 Lyon Street N.W.
Grand Rapids, MI 49503


222 South Riverside Plaza
Chicago, IL 60606


38 Fountain Square Plaza
Cincinnati, OH 45263