Legacy Wealth Planning
If you want to make sure your financial assets benefit your family and community for years to come, choose The Meredith Group as your legacy wealth planning partner. Our legacy wealth services are more than financial planning — our advisors will collaborate with you to create a plan that leaves behind a legacy that makes a difference.
Family Wealth Management Services
Legacy wealth can be complicated to manage — you have many factors to consider, and every decision can impact your family's finances. The Meredith Group has a suite of resources designed to navigate legacy, business, and family wealth. Our solutions include:
- Trust services
- Business owner solutions
- Global investment banking
- External strategic partners
How Does Multi-Generational and Intergenerational Wealth Planning Work?
Intergenerational and multi-generational planning manage how wealth is transferred from generation to generation. These plans ensure the wealth you have built over your lifetime is managed in a way that is tax-efficient and provides the level of access you desire. Creating an intergenerational wealth plan secures your family's future so you can care for aging parents, raise your children, and meet your financial needs.
We work with multiple generations of families who want to make the most of their wealth management options. The Meredith Group is committed to creating a long-lasting partnership with all generations of our clients' families.
Create a Legacy That Lasts Many Lifetimes
Leave more than an inheritance for your loved ones — create a generational legacy with our wealth planning services. Besides your family, your assets can benefit your community and leave a lasting impact. This multidimensional planning can include creating a charitable trust, donor-advised fund, or charitable foundation to distribute assets to charities for years.
Why Choose The Meredith Group for Legacy Planning?
The Meredith Group is a wealth management company that gives serious advice to serious investors. We have established ourselves as Pittsburgh's trusted financial advisor. Our service area also includes the greater metropolitan area and Western Pennsylvania.
We take pride in working with multiple generations of families who want to secure their financial future or leave a legacy in their community. Families who choose The Meredith Group as their partner for legacy wealth planning will benefit from our:
- Wealth management expertise: The Meredith Group has won awards for wealth management. We are ranked by Barron's as one of the Top 1200 Financial Advisors in America for 2025 as of March 10, 2025, based on data from September 30, 2024. We are also recognized by Forbes as a 2025 Best-in-State Wealth Management Team as of January 9, 2025, based on October 31, 2024, data.
- White-glove service: We take a collaborative team approach to work directly with our clients, resulting in high-quality services that meet all your requirements.
- Professional, experienced advisors: Our team members have years of experience managing multi-generational wealth and hold industry certifications like Chartered Financial Analyst and Certified Trust Fiduciary Advisors.
Contact Our Advisors About Wealth Management Today
Our wealth management advisors are ready to help you create a generational legacy for your family. Get in touch with our team today to get started.