Wealth Transfer Education

Empower the next generation to be responsible stewards of wealth.

Mentoring and educating inheritors can help them prepare for the future and build the foundation for a successful transfer of wealth.

Our team works with your whole family collaboratively to set the stage for an enduring legacy that will reflect your values and vision for multiple generations.

We serve as ongoing partner and coach, helping to build common cause and meet challenges as they arise.

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What people say about being a client of Arnerich Massena

“When we began our relationship, Arnerich put the time into building a relationship with Meghan and I and assisting us in understanding the implications and planning for the future.”

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

Vincent LaVecchia and Meghan Pruitt

Empower the next generation to be responsible stewards of wealth.

What people say about being a client of Arnerich Massena

We’d love to learn more about you.