Passing on wealth is about more than money. It’s about values. We help families prepare the next generation for responsibility, stewardship, and lasting impact.
We guide values conversations and document a shared vision so decisions stay aligned across generations.
We coach heirs on budgeting, investing, and giving with age appropriate education and clear expectations.
We work with your attorneys and CPAs to structure trusts, gifting, and philanthropy to support your goals.
With EverSource, you get a practical framework, regular communication, and coaching at every stage so complex family wealth feels simple and clear.
Articulate values, roles, and a shared vision that guides the next generation.
Set a meeting cadence, create a giving plan, and equip the next generation with practical skills.
From retirement planning to investment management, we help you move forward with confidence and peace of mind.
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