Multi-Generational Planning

At ARI Financial Group, we seek to protect your assets and enhance your wealth well into the future and we take every member of your family into consideration—even the family members that have not yet been born.

Multigenerational planning is a holistic approach that takes into consideration the needs of all age groups throughout all stages of financial planning. We at ARI Financial specialize in assisting older generations who have successfully passed through the wealth accumulation and protection stages of their life. Now in the wealth distribution phase, seniors who find themselves with substantial net worth holding in liquid assets, such as real estate and closely held businesses, will find that estate taxes can significantly deplete their estate.

Our estate planning solutions can help rebuild the depleted estate for future generations by ensuring that both gift-tax and generation-skipping transfer consequences are reduced.

Leverage the power of borrowed funds from a commercial lender
to access the premium dollars you need while
continuing to acquire, grow, and preserve your other assets.