# Financial Planning for Generations

Financial Planning for Generations is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130582
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130582

## About

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.

## 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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Last updated: 2026-07-06T01:24:16.598Z

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