Secure your family's financial well-being.

Estate Structuring:
We help you structure your estate to ensure assets are efficiently passed down to future generations.

Tax-Efficient Transfers:
Reduce tax impact on your heirs with strategies that help preserve more of your estate.

Trust Creation:
Establish trusts that protect your wealth and ensure it is distributed according to your wishes.

Philanthropic Giving:
Incorporate charitable giving to support causes you value while reducing tax liabilities.

Plan today, protect tomorrow.

Generational wealth planning is about ensuring that your hard-earned assets continue to benefit your family long after you’re gone. At Wema Senior Strategies, we create customized plans that allow you to transfer wealth efficiently, reduce tax impact on your heirs, and build a lasting legacy. Our comprehensive approach ensures that your financial legacy reflects your values and provides long-term security for your loved ones.

Our process begins with understanding your specific financial goals and family dynamics. We then assist with structuring your estate, setting up trusts, and implementing strategies to reduce estate taxes. By establishing trusts, you can protect assets from unnecessary taxation and ensure they are distributed according to your wishes.

We also offer guidance on philanthropic giving, allowing you to support causes you care about while minimizing tax impact. Generational wealth planning is more than just financial—it’s a way to empower your family with resources, stability, and opportunities for generations to come.

-60%

Over 60% of family wealth is lost by the second generation without a structured wealth transfer plan.

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40%

Establishing a trust can reduce estate tax liabilities by up to 40%.

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Philanthropic giving in estate planning can reduce tax burdens, often by 15-30%, while supporting charitable causes.

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30%