At Hayden McLennan, we understand that money is a family affair. Our family office services work to unite multiple generations toward a common goal—the growth and preservation of your financial legacy.

Whether you’re looking for guidance dealing with an inheritance, winding down a family business or want to discuss asset allocation for multigenerational wealth preservation, we can help.

Our Process

When you begin working with us, we’ll start by taking a step back to help uncover what is most meaningful to you and your family. We’ll ask:

  • Who is most important in your life? 
  • What are you trying to accomplish?
  • Are you looking to increase your assets, or wind things down?

Financial Advice For Multiple Generations

 

Following an investment analysis, we’ll developed a clear picture of your goals. Then, our wealth advisory team will work with your family to explore meaningful improvements to your overall financial structure. We offer:

 

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals.

Wealth Management: Unbiased stewardship of your complete financial picture. 

Estate Planning: An effective action plan to ensure that your wishes are secured. 

Tax optimization strategies: To ensure your financial plan is efficient, and your tax liability minimized.

Ongoing touch points: Periodic meetings based on your personal needs. 

Referrals: Connections with a network of independent experts-accountants, lawyers, lenders, and insurance experts.

 

 

 

 

Ready to discuss wealth planning for your family?

Connect with Hayden McLennan today