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Financial Planning for Generations
FINANCIAL PLANNING FOR GENERATIONS, INC. is a state-registered investment adviser in ENCINO, CA. The firm has 3 employees and 1 investment adviser.
Overview
FINANCIAL PLANNING FOR GENERATIONS, INC. is a state-registered investment adviser in ENCINO, CA. The firm has 3 employees and 1 investment adviser. It is based in California.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
What services does Financial Planning for Generations provide beyond investment management?
The firm integrates estate planning, tax strategy, and trust administration alongside portfolio management. This bundled approach addresses the full lifecycle of family wealth, from asset accumulation to distribution across generations. The goal is to reduce coordination gaps between attorneys, accountants, and investment managers.
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