Generational

Highly recommend Lance and his team. We have come to view them as a “concierge” to our financial education and health. They maintain a helicopter view of the interests of various family members and entities. This results in accountants, legal matters, financial planning, insurance etc all working in harmony for the best overall outcome. Beyond this, Lance and Generational have been excellent in assisting the next generation of our family to understand financial concepts, planning and strategy for the longer term. As a father this is very reassuring. Would recommend anyone considering family business succession etc have a chat with them.