MEMBER FIRMS
Who We Serve
Multigenerational FamiliesWe serve multiple generations – each experiencing a different life stage. Many times, financial planning concerns affect more than one generation of a family.
By The Numbers
Families Need Reassurance That Wealth Can Last
Once a family has accumulated wealth, the discussion surrounding preserving and optimizing wealth for future generations becomes a vital component of financial prosperity. As a result, reassurance of an everlasting family fortune rises to the forefront of the family’s planning.
However, according to a multigenerational wealth management study conducted by AllianceBernstein, about 60% of families exhaust the greater part of their estates by the second generation, and by the third, nine of 10 family fortunes are gone.
%
OF FAMILIES EXHAUST THE GREATER PART OF THEIR ESTATES BY THE 2nd GENERATION
%
of families exhaust their entire estates by the 3rd generation
Generational Philosophy
Build, Maintain, Preserve
At The A.I.D. Group, we specialize in generational financial planning to ensure a family’s ability to control their estate, and to build, maintain, and preserve the family legacy. Our model allows us a greater opportunity to work with our clients in creating, developing, and sustaining holistic relationships that go well above and beyond the family’s investment situation and financial portfolio. These relationships help build a strong sense of trust for future generations, and this trust is the fuel that activates meaning and value to our client relationships.
Key To Success
It’s About More Than Just Money
We understand and acknowledge that each individual’s economic and life situation is unique. The definition of family is constantly changing, with many families facing additional layers of complexity regarding economic and emotional concerns when balancing the anxieties of affluence. Since we believe client-centric portfolios become the core focus in reflecting long-term financial goals and objectives, our advisors serve as reliable resources to help protect clients’ futures and take their trust to heart. We strive to proactively develop and implement financial pathways that assist our clients in their life journey to a comfortable retirement based upon their wants and needs as well as preserving and maintaining their wealth through generations.
Get In Touch
2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com
© 2023 A.I.D. Wealth Management, All rights reserved.
Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.
Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.
Check the background of our investment professionals on FINRA's BrokerCheck
Business Continuity Planning Summary & Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.