Family Wealth & Generational Planning
We’re here when you need us
Family legacy planning is about more than passing down wealth or creating estate documents — it’s about building an investment strategy designed to support generations to come. We help families create disciplined portfolios while preparing the next generation to understand, manage, and steward that wealth responsibly.
Our role is not only to help you build and protect wealth, but to help care for the people and future it was meant to support.
Our team brings together specialists in wealth management, tax strategy, retirement planning, and estate planning — working seamlessly within one coordinated office to serve families across generations.
We take a comprehensive approach to managing wealth, aligning every aspect of your financial life to help you prepare for retirement with confidence and to protect what you’ve built along the way. From creating sustainable income strategies to navigating tax-efficient transitions into retirement, our planning is designed to support the lifestyle you envision today while preparing future generations for tomorrow.
Through long-term partnership and proactive guidance, we help families preserve opportunity, strengthen legacy, and thoughtfully transfer wealth in ways that reflect their values and goals for generations to come.
“Being a beneficiary has unique advantages and challenges. By working together, we are able to find more opportunities, and plan much more proactively, which can help to prevent and avoid mistakes, rather than having to solve problems later on.”
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Robert D. Chatterton
Our In-Depth Planning Offerings
Asset
Titling
We help ensure your assets are titled correctly and help you decide which trust is right for you
Estate Plan Coordination
We work closely with your estate planning attorney to support strategies designed to help avoid probate challenges and promote tax-efficient wealth transfer to beneficiaries.
Legacy
Planning
Should the unexpected occur, we work alongside your spouse and children to help them navigate important financial decisions and provide steady guidance.
Our Team
Arrash Zare
Financial Planner, CFP®, ChFC®, CLU ®, WMCP®, RICP®, BFA™, CPFA®, NSSA®
Teresa De Luca
Director of Wealth Management, ChFC®
Trey Chatterton
Financial Planner, CFP®, ChFC®
Madison Sato
Client Account Manager
Please see our disclosure for more information about these certifications.
Frequently Asked Questions
What is family wealth and generational planning?
Family wealth and generational planning is the process of creating strategies to help preserve, manage, and transfer wealth to future generations. This may include investment planning, tax strategies, estate planning coordination, charitable giving, and legacy planning designed to help protect your family’s financial future
How can I pass wealth to my children and grandchildren in a tax-efficient manner?
There are a variety of strategies that may help reduce taxes and maximize the wealth transferred to future generations. A comprehensive plan can evaluate gifting strategies, trusts, estate planning tools, and other options based on your family’s goals and circumstances.
Do I need an estate plan if I already have a financial plan?
Usually, yes. While financial planning focuses on growing and preserving wealth during your lifetime, estate planning helps determine how your assets will be distributed after your passing. Coordinating both plans can help ensure your wishes are carried out efficiently.
How can I protect my family's financial legacy?
Protecting a financial legacy often involves a combination of investment management, tax planning, estate planning, risk management, and regular plan reviews. A coordinated strategy can help preserve wealth and support the people and causes that matter most to you. Schedule a consultation with us via phone at 714-572-2050 or our online form.
Can family wealth planning help reduce estate taxes?
Depending on your situation, certain planning strategies may help minimize estate taxes and preserve more wealth for your beneficiaries. A comprehensive review can help identify opportunities that align with your long-term goals.
Why is it important to coordinate investment, tax, and estate planning?
Each area impacts the others. A coordinated approach can help identify opportunities, reduce inefficiencies, and create a more comprehensive strategy for preserving wealth and transferring assets to future generations. At Chatterton & Associates, our team works to align your investment, tax, and estate planning strategies so they support your overall financial goals and legacy objectives. Contact us today to schedule a consultation and learn how we can help create a personalized plan for you and your family!
Let Us Help You Build Your Legacy
Our comprehensive estate planning services can help provide financial security for generations to come. Contact us today to get started.
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