Connecting Generations through Lasting Legacies

Key Differentiators

What Makes Us Unique?

Connect-Gens is not an ideal match for everyone with significant wealth.  Rather we partner best with those who desire to perpetuate both family values and valuations, who measure their family assets in terms other than simply financial and who want to prepare the family to receive their inheritance as opposed to simply preparing the inheritance to pass to the family.

We are also distinctive because every member of our Team of Affinity is a recognized Thought Leader in his or her field, represents and believes deeply in the value of the multi-disciplinary approach to Legacy Planning and embraces the concept of Servant Leadership.