Multigenerational Families

Managing wealth across multiple generations requires thoughtful planning and collaboration. Our advisors help multigenerational families align financial goals, preserve assets, and create strategies that support both current and future needs.

Estate and legacy planning
Tax strategies for family wealth
Investment management across generations
Education and retirement planning for multiple family members

Continuing the Conversation: A Family Financial Continuity Guide

Multigenerational families can use this guide to learn about approaches to multigenerational planning for their financial foundation and to connect with Shoreline Wealth Management for continuity planning across generations.

Download Now

Talk to an Experienced Financial Advisor

We'd love to hear from you! Please fill out the form and we'll get back to you as soon as possible.

First Name * Last Name * Email * Phone Number * We're expanding our partnerships and are eager to assist those with investable assets of $250,000+ or those seeking retirement planning. Office location preference: Anything else you'd like to tell us about yourself? How did you hear about us?

By sending this message, you agree that Shoreline Wealth Management will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Our Advisors Specializing in Multi-Generational Families:

David F. Crossan, CFP®, CLU®, CRC®

Managing Partner, Manchester Office

Phone: 732-902-7881

Email: DavidCrossan@ShorelineWealth.com

Meet with David

John P. Stephens Jr.

Managing Partner, Manahawkin Office

Phone: 609-710-5561

Email: JohnStephens@ShorelineWealth.com

Meet with John