Multi-Generational Families Legacy and family are both inherent parts of wealth planning. Without proper planning and education of younger generations, there is a chance that wealth can erode. That is why here, at Potomac Financial Consultants, we are dedicated to helping your children, grandchildren, and generations to come, preserve and grow the wealth you will pass down. We believe some of the ways to do that are: Financial literacy and educationModeling financial transparency - communication is key!Planning for the future of younger generationsPlanning for the future of older generationsEstate planning and establishing a trustWe work with families throughout the United States. Click here if you are ready to start planning your legacy.