Financial Advisors for Multi-generational Families

Multi-generational Families are families coordinating wealth, gifting, and legacy across generations. The Financial Advisors below build long-term financial and investment plans for these clients — each one reviewed by real clients on Sam's List, so you can compare experience and connect directly.

15 financial advisors. 46 client reviews. Used by 200,000+ business owners and high net worth individuals.

Browse related profiles

What clients are saying

  • "Stellar. Team was great, delivered my plan a week ahead of schedule."
    — Matthew Powers, 0.0 stars, for Steward
  • "I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
    — Yev, 0.0 stars, for 5T Wealth Management
  • "Captrust provides a great service with a high touch feel. They have gone above and beyond me and my family's expectations."
    — Matthew, 5.0 stars, for CAPTRUST

Frequently asked questions

Do multi-generational families need a financial advisor?
Multi-generational Families are families coordinating wealth, gifting, and legacy across generations, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for multi-generational families on Sam's List?
Filter to Financial Advisors who work with multi-generational families, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

Explore more on Sam's List

Related Sam's List pages