Multi-Generational Wealth Continuity

Multi-Generational Wealth Continuity

Situation: 

Over the course of decades, the children and grandchildren of first-generation clients begin to oversee their own large and complex financial commitments, while also supporting their aging parents and grandparents. 

How We Help:

After we’ve served a family for many years, it’s only natural that as the next generations get older with more complex financial commitments, they too come to rely on us for advice. What starts as a conversation often turns into a long-lasting investment management relationship. Founded in 1981, we have many second-generation and even some third-generation clients. It should be only a matter of time until we can claim fourth-generation clients as well. Every fortune has its own story, and some of those stories are longer than others. By serving the same family through the generations, we can come to know things about your family’s financial history that you might not be aware of yourself. We want to serve your financial legacy.

Disclaimer
Limitations: The above is a hypothetical scenario-not involving a specific Provident client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how Provident might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of Provident by any of its past or current clients, nor any assurance that Provident may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Provident is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.