Estate & Generational Wealth Planning
PLANNING Your Legacy with Estate & Generational Wealth Planning Solutions
Shepherd Financial Partners provides unwavering support to help you safeguard your legacy and navigate complex financial transitions.
Managing multigenerational wealth brings unique challenges, including preserving your legacy and navigating complex tax and privacy issues. By working closely with attorneys to establish and update essential legal documents and asset titling, we confirm that your wealth transfer intentions are properly addressed and kept current. We provide guidance on philanthropic planning to align your legacy with charitable goals, business succession planning for business owners, and tailored strategies for complex family situations, such as planning for special needs beneficiaries.
Creating a Lasting Impact
With our unwavering commitment to advocating for you through life’s transitions, including direct involvement in estate administration, we take pride in providing valued insight when it matters most. At Shepherd, we help enable you to safeguard your wealth, preserve your legacy, fulfill your wishes, and empower future generations with confidence and clarity.
Secure your legacy with a comprehensive plan to protect and transfer your wealth.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
Past performance is not a guarantee of future results.
Browse Our Firm’s Background:
