Secure Your Legacy with Generational Strategies
For over three decades, Generational Strategies Group has been a trusted partner for high-net-worth individuals, family business owners, and corporate executives seeking sophisticated estate planning solutions. Our mission is to provide tailored strategies that preserve wealth and ensure that your life's work is passed on to your heirs with minimal disruption from estate taxes.
Currently, high-net-worth households are facing a 40% increase in their estate tax rate. This could have major implications — fortunately, we have options to avoid this. Our goal is to empower you with the knowledge and tools to make informed decisions about your future, giving you the peace of mind that your legacy is secure, and your wishes will be honored.
Whether you're looking to shield your assets from excessive taxation, build a comprehensive succession plan for your family business, or ensure that your estate plan aligns with your values, Generational Strategies will guide you every step. We create innovative, customized solutions that cater to your unique needs, ensuring your financial legacy will endure for generations.
Our team works closely with your existing legal, financial, and business advisors to craft a seamless and understandable estate plan. Using advanced trust and estate planning tools, we implement strategies that reduce taxes, protect assets, and ensure a smooth wealth transition. We review existing life insurance policies, identify opportunities for more efficient coverage at every life stage, and evaluate annuities, life settlements, business succession plans, and long-term care options. Every detail of your financial future is covered.
Our client base includes a diverse range of high-net-worth individuals, successful corporate professionals, and visionary business owners—many of whom started with just an idea and a vision and have since built thriving enterprises. They trust Generational Strategies to protect and preserve their hard-earned wealth and ensure a smooth asset transfer to future generations.
Our President and CEO, Chris T. Christensen, brings over thirty years of experience in financial services, helping successful individuals and families safeguard their wealth. Chris frequently speaks at events nationwide, sharing his expertise on wealth protection, preservation, and transfer.
We invite you to join us for an exclusive seminar where you’ll learn about cutting-edge strategies to maximize your estate planning efforts, including:
Advanced techniques to reduce estate, gift, and generation-skipping taxes
Innovative planning tools such as Dynasty Trusts and Spousal Lifetime Access Trusts
Proven methods to protect your wealth from upcoming changes in Federal Estate Tax laws
Tax-efficient solutions to transfer rapidly appreciating assets
Strategies for seamless business succession or sale
How to implement a Zero-Estate Tax Plan that passes 100% of your wealth to your heirs and charitable causes
Our holistic approach ensures that every aspect of your financial life is considered, giving you the tools to make confident decisions about your legacy. Let Generational Strategies Group help you protect your life’s work and create a lasting impact for future generations.
Secure your legacy—reserve your spot at our upcoming seminar today.
239.352.4111
Join us for an exclusive Wealth Planning Event
Saturday, November 16
Seating is Limited | Valet Parking
Breakfast: 8:30 AM
Program: 9 - 10:30 AM
RSVP at 239.352.4111
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