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1000 Skokie Boulevard, Suite 450, Wilmette, IL 60091

(847) 920-1732
heather@lifetimefinancialgroup.com

Multigenerational Financial Planning
Family Wealth Advisors

Financial trust is not built in a single transaction, it is built across a lifetime of conversations, decisions, and relationships. At Lifetime Financial Group, we engage the next generation early, deliberately, and authentically.

We build relationships with your heirs before they inherit. We introduce ourselves to your adult children through conversations they care about not just as future prospects, but as people whose financial futures matter now.

How We Engage Across Generations

Multi-Generational Family Meetings

We facilitate structured conversations with you and your adult children around the topics that matter most: legacy, philanthropy, inheritance, estate planning, and the values that your wealth represents. These are not just financial meetings, they are family meetings based on your preferred timeline.

RMD and QCD Conversations as Entry Points

Required Minimum Distributions and Qualified Charitable Distributions are not just tax-planning tools, they are natural opportunities to invite your heirs into the conversation about what your wealth means and where it will go. We use these moments intentionally.

Co-Designing Portfolios With Younger Clients

Our Multi-Hedge Risk portfolio was co-created with younger clients who are skeptical of traditional investment approaches. We meet the next generation where they are, not where we expect them to be.

Client Appreciation Events for Families

Our client events are thoughtfully designed to welcome your family not just you. We believe that the relationships we build with your children and grandchildren are among the most important we will ever make.

Our Track Record With Families

Within our existing book of business, we maintain active client relationships spanning two to three generations within the same families. That is not an accident — it is the result of decades of intentional multigenerational engagement.

A Family Perspective

We are the advisor who will know your name, know your story, and stay with your family for generations.

Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

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