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Legacy Planning  |  Wealth Management  |  financial planning  |  legacy planning  |  succession planning

The Reality of Generational Disconnect

Generational differences exist in all families. Every generation develops its own style of expression, methods for handling conflict, and values. Even tech-savvy parents are likely to feel that virtual connecting and 24/7 technology lacks sufficient depth to replace face-to-face conversation. Kids, on the other hand, can feel that Mom and Dad just don’t get it and can barely turn on the TV without help.

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News & Awards  |  Retirement Planning  |  succession planning

Your Financial Advisor Disappeared…What Do You Do?

Financial advisor Greg Hammond got into the coffin about eight years ago..."We wanted to make a greater impact not only in our own lives but in our firm, too," he said. Hammond and his business partner have a plan in place. They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients. Read the full story on CNBC.com

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