Multi-Generational Family

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Multi-Generational Family

You find yourself at a crossroads in your family's generational journey, where the saying "shirtsleeves to shirtsleeves in three generations" resonates deeply. As your family transitions through different stages of wealth accumulation and preservation, you recognize the importance of laying a strong foundation for future generations. Beyond passing down financial assets, you understand the significance of instilling values, knowledge, and a sense of responsibility. We'll delve into strategies for effective communication, wealth transfer, and legacy planning so you can ensure that your family's story continues to thrive for generations to come.

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Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
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The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.

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the Manual

Multi-Generational Family

Multi-Generational Family

Estate Decisions

A History of Family Offices

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

Career