Estate Planning from Generation to Generation

MultiGen is designed for high net worth individuals who are typically unable to obtain life insurance but want to pass on their wealth to the next generation.

With MultiGen, the older generation obtains insurance on their children or grandchildren allowing them to get the coverage they need while they are young and healthy but before they typically have the wealth needed to fund such a strategy. MultiGen allows generation one to continue to use their assets without triggering substantial gift taxes, liquidation costs, or opportunity costs.

MultiGen represents a compelling solution for the suitable client when few other options exist. It is one of the most elegant and effective solutions on the market for high net worth families.