Multigenerational Families: Stewardship & Legacy
As your dedicated financial team, our goal is to nurture a legacy that will benefit your future generations and instill the importance of responsible stewardship in your heirs. We regard your loved ones as an integral part of our cherished relationship with you.
Family Priorities
How We Help
We facilitate family conversations and build coordinated plans that protect today while preparing the next generation to steward your values and resources with confidence.
Multigenerational Families
Stewardship, legacy, and education across generations.
The Importance of Family Meetings
Strategic planning should cover every aspect of your estate. Preparing for the transfer of your assets is a vital piece of that puzzle. It’s completely normal to feel uneasy about disclosing personal financial details to your executor, trustee, or key heirs. However, we recognize how essential it is to provide clarity and direction to those you leave behind.
At Stephen J. Dybwad, we have led many family financial discussions throughout the years. As your financial guide, we take it upon ourselves to ensure your heirs grasp the legacy you intend to create. With a solid financial plan established, we can advocate for your wishes long after you’re gone. This is what we mean by truly comprehensive financial planning.
Multigenerational Financial Planning
The primary goal of multigenerational financial planning is to guarantee that your wealth is transferred smoothly to the beneficiaries you choose. Our comprehensive financial plan, along with our ongoing support, lays the foundation for your legacy to thrive in the next generation. We aim to not only preserve your wealth but also empower your loved ones to become responsible guardians of your hard-earned resources.
Our careful approach ensures that we regularly assess and update your beneficiary designations according to your wishes. As your personal CFO, we are committed to bridging the gap between generations through thoughtful legacy planning.
Planning for New Investors
We’re excited to welcome new investors to Stephen J. Dybwad! If someone matters to you, they matter to us too. Our team is dedicated to educating our new investors on the essentials of markets, the economy, and key investment concepts. We pride ourselves on being trusted partners, guiding novice investors through every significant milestone as they build their wealth.
By beginning your financial planning journey earlier in life, you’ll find that our advisory relationship can lead to meaningful growth and benefits over the years to come.
Holistic Generational Wealth-Building
Part of what makes our multigenerational wealth planning service so appealing is our focus on more than just finances. We take into account everything involved in leaving a lasting legacy—strategies for estate transfer, ways to minimize taxes, thorough beneficiary reviews, and much more. This holistic approach is what enhances the value of our planning.
We believe that wealth-building is about more than simply achieving investment returns. Our goal is for your heirs to experience the same financial confidence you enjoyed in your lifetime. It’s our commitment to you to uphold and extend your legacy for future generations.
Confidence comes from attention to detail.
Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.
The place to build your future is right down the road.
Proudly Supporting Indiana, Kentucky, and Ohio With Trusted Financial Guidance.
800-959-3526
steve@sjdybwad.com