Welcoming a grandchild is a milestone worth celebrating — and planning for.
Advisors at Gratz Park Private Wealth can help you with everything from updating estate plans and exploring education savings options to supporting health expenses and considering gift trusts. As your family grows, coordinating a multigenerational wealth strategy ensures your values and goals are reflected across generations, while securing your legacy.
Ready to align your legacy with your financial goals? Schedule a consultation to get started.
