Multigenerational Wealth

Multigenerational Wealth Management in Kansas City

Multigenerational wealth planning helps ensure that your family’s wealth and legacy are properly managed when being passed from one generation to the next, ensuring a healthy financial picture endures to benefit younger generations.


As your family CFO, Buttonwood Financial Group wants to ensure your assets last longer than a single generation. Our job is to produce a more consistent rate of return over full economic cycles. If we can produce that consistent rate of return, we have a much higher probability of making sure those assets grow from generation to generation.

family making lunch

Frequently Asked Questions About Mutigenerational Wealth

  • What is multigenerational wealth planning?

    It's a coordinated strategy to make sure your family's wealth — and the legacy behind it — is properly managed as it passes between generations. The goal is for your assets to last longer than a single generation and to carry your intentions with them.

  • How does Buttonwood help wealth last beyond one generation?

    Two ways: an investment approach that seeks a more consistent rate of return over full economic cycles, which is intended to support continued growth across generations, and coordinated family-level strategy across tax, estate, and cash flow so wealth transfers are planned rather than improvised.

  • When should we start multigenerational planning?

    Earlier than most families think. The most effective wealth transfers are planned years in advance — giving time for estate structures, tax strategy, and the next generation's financial education to develop before they're needed.

  • How does multigenerational planning connect to estate planning?

    Estate planning provides the legal structure; multigenerational planning provides the ongoing strategy and coordination around it. We work alongside your estate planning attorney to make sure titling, beneficiaries, and family objectives all support the same long-term outcome.

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