Multigenerational Families
Focusing on Your Family’s Legacy with Multigenerational Wealth Planning
You worked hard to build your wealth. We believe you deserve a plan that works just as hard to safeguard it for generations. At Shepherd Financial Partners, we specialize in generational wealth planning centered on your family’s values and priorities. Drawing upon our own multigenerational family business experience, we offer a distinctive perspective and understanding to help preserve your family’s financial legacy for years to come.
how we serve Multigenerational Families with Wealth Planning
Shepherd Financial Partners specializes in serving the distinct financial planning and wealth management needs of multigenerational families. With over three decades of experience, we are committed to providing a multifamily office experience, addressing the needs of current and future generations to help align your family’s distinct values and objectives in these areas:
Protect your legacy with multigenerational wealth planning.
Office Location
1004 Main Street
Winchester, MA 01890
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Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate 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.
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/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
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.
Past performance is not a guarantee of future results. The LPL Financial registered representatives 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.
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