Next Generation Families — Rising Generation

Multigenerational and the rising generation

The same ethos, carried across generations. We are independent and partner-owned, so our incentives stay aligned with families for the long term, not the length of a single transaction. Our roots run through the single family offices that have stayed cohesive for generations, and we know what keeps them that way.

We steward continuity.

Nearly 70% of generational wealth transfers fail through fragmented advice and incomplete planning. We exist to change that outcome.

The Inflection Next Gen Community
…we give family members a safe place for genuine peership, where the rising generation learns from one another and inherits not only capital, but the judgment to steward it.

Analytical tool

Concentrated Stock Analytical Tool

Educational planExplore a personalized educational plan for managing concentrated stock, liquidity, diversification, and tax considerations.Open the tool

Also in Who We Serve

01Wealth CreatorsFounders and first-generation wealthRead the page 03Single Family OfficesFractional OCIO and investment operationsRead the page

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(415) 450-65561 Sansome Street, Suite 1400, San Francisco, CA 94104