Hero

Guiding Wealthy Families

Through every stage of generational wealth 

We help families conserve what they have built, plan for what comes next, and grow wealth with clarity across generations.

We guide families through complexity, transition, and long range planning — helping them protect their assets and align wealth with enduring family priorities.

CHALLENGES

Managing significant wealth brings opportunity, and complexity.

Family wealth creates opportunity, but also layers of administrative, tax, and generational challenges. We help bring clarity to the decisions that shape the arc of family wealth.

What we solve for:

  • Multiple entities and complex asset structures
  • Family members with differing goals and financial literacy
  • No centralized system for reporting or oversight
  • Significant tax exposure across generations
  • Legacy planning that has not kept pace with family growth
  • Gaps in governance, communication, or decision making
Solutions

A Disciplined Framework for Multi Generational-Wealth

Purpose built strategies designed around structure, continuity, and the long term objectives of the family.

  • Multi-Generational Wealth Strategies

    Guidance that aligns assets, entities, and family priorities to support long range clarity and continuity.

  • Integrated Tax and Entity Alignment

    Coordinated tax planning across trusts, entities, and personal domains, working closely with CPAs and legal teams.

  • Trust, Estate and Legacy Planning

    Ensuring documents, intentions, and asset structures remain aligned with the family’s evolving needs.

  • Family Financial Planning and Oversight

    Cash flow clarity, long term planning, governance support, and the structure needed to sustain wealth across generations.

Client Journey

Establishing Structure and Continuity Across Generations

Background

A multigenerational family with significant real estate, trusts, and operating entities lacked a central framework for oversight. As assets grew and the next generation became involved, the family recognized the need for structure around communication, reporting, and long range planning.

Challenges

The family confronted fragmented documentation, overlapping entities, inconsistent tax coordination, and no unified governance system. Each branch of the family had differing priorities, and decisions were often reactive rather than strategic.

Action

TFG established a coordinated approach that consolidated reporting, aligned trusts and entities with updated estate objectives, and implemented a long term planning framework. The team worked with attorneys and CPAs to restructure outdated documents, build clarity around responsibilities, and create a governance process that supported ongoing decision making.

Outcome

The family gained a stable framework that improved communication, strengthened alignment, and clarified responsibilities across generations. With coordinated tax planning, updated legacy structures, and a consistent reporting system, the family moved forward with greater cohesion and long term confidence.

Your Advisory Team

Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.

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JARED HAMMERS, CFA

Portfolio Manager

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SCOTT McGHIE, CFA

Director of Portfolio Management

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JUSTIN KOHLER, CFP®, CAIA®

Wealth Advisor

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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

INSIGHTS FOR WEALTHY FAMILIES 
Financial Planning & Retirement 401(k)

Year-End Action Items for Participants

February 2026 By: KYLE POWERS, CFP®, MBA, AIF
Beyond the Numbers Advisor Q&A

Planning for the Next Generation: Insights from Bess Butler Brunson

February 2026 By: BESS BUTLER BRUNSON, CFP®

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect. 

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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