Intergenerational Wealth Transfer
Stickney Research has helped thousands of clients over the past 25 years successfully pass wealth to future generations.
After working with clients over the past 27 years, we’ve experienced our estate plans from both the perspective of both the grantors and the beneficiaries.
We work hard to educate our clients and the next generation on how their estate plan is established so that when it is employed, the transfer of wealth is smooth and the estate is settled without unforeseen difficulty.
We work closely with the heirs to help them steward their inheritance in the manner set forth by their benefactors through the foundational documents and the Family Financial Philosophy.
Family Financial Philosophy
We help you articulate and communicate to your loved ones your wishes for the transfer of your wealth to the next generation and those beyond.
Foundational Agreements
Through our team of legal professionals, we work closely with you to make sure your estate plan is carefully crafted and that your wishes are clear.
Beneficiary Guidance
An inheritance is far different than the wealth that has been amassed over a lifetime. We work with your heirs to guide them with your legacy.