Family gathered at a dinner table with a young blonde boy sitting on his grandfather’s lap.

Intergenerational
Wealth Transfer

Life is short, but your legacy is everlasting. At Solas Wealth Strategies, we help you create a intergenerational wealth transfer plan that protects your family’s financial future, honors your values, and provides lasting peace of mind.

Intergenerational Wealth Transfer

Life is short, but your legacy can be everlasting. At Solas Wealth Strategies, we help you create a thoughtful wealth transfer plan that protects your family’s financial future, honors your values, and provides lasting peace of mind.

Family gathered at a dinner table with a young blonde boy sitting on his grandfather’s lap.

Pass it down, lift them up

We partner with you, your family, and your estate attorney to ensure your wealth transfers smoothly and purposefully. Though we do not draft your trust, we’ll be right by your side — ensuring you stay up to date with your trust and giving you peace of mind knowing your legacy will last through the generations.
Our advanced wealth transfer strategies include:

Estate planning

We’re here to guide you through the entire estate planning process with care and patience. As a part of this process, we will work on projecting estate needs into the future, identifying gaps, and providing clear guidance to estate attorneys. And, if any referrals are needed, we’ll be happy to connect you to the proper professionals.

Gifting

For clients who want to incorporate charitable giving into their legacy, we can help you explore options such as donor advised funds and other philanthropic vehicles. We work closely with your professional advisors to help ensure your giving strategy aligns with your financial goals and values.

Education and preparation for heirs

We’ll help you prepare your family for what comes next — offering expert guidance and empathetic conversations that build financial understanding and shared purpose across generations. We’re here to help future generations not only to receive wealth, but to manage and sustain it.

And more
*All of these services are in collaboration with your tax and legal professionals. Solas Wealth Strategies, Kestra Investment Services and its affiliates do not provide legal, tax, or estate planning advice.

Legacy isn’t built overnight — but it can last forever.

Through life’s biggest transitions, we’ll be there to guide you through every decision with care and clarity. Our goal is simple: to help you protect what matters most and pass it on with confidence.

With Solas, you’ll always have a team who understands your vision and is dedicated to helping your family carry it forward.

  • 1

    First, we meet with you to assess your needs, goals, and circumstances.

  • 2

    Then, we design a specific investment strategy based around your unique situation.

  • 3

    Finally, we build a well-diversified portfolio of holdings that balance opportunity and risk to grow your investments consistently over the coming years.

Multi-generational family gathering outdoors.

Legacy isn’t built overnight — but it can last forever.

Through life’s biggest transitions, we’ll be there to guide you through every decision with care and clarity. Our goal is simple: to help you protect what matters most and pass it on with confidence.

With Solas, you’ll always have a team who understands your vision and is dedicated to helping your family carry it forward.

  • 1

    First, we meet with you to assess your needs, goals, and circumstances.

  • 2

    Then, we design a specific investment strategy based around your unique situation.

  • 3

    Finally, we build a well-diversified portfolio of holdings that balance opportunity and risk to grow your investments consistently over the coming years.

Multi-generational family gathering outdoors.

Let’s build a better day for generations to come.

Solas Wealth Strategies is your trusted partner in turning your life’s work into a bright, prosperous future for your family.