Wisdom for Today. Legacy for Tomorrow.
Learn how elite financial experts build, preserve, and transfer wealth that shapes a family legacy for decades to come.
About The Generational Wealth Blueprint
It’s estimated that nearly half of families with estates valued at $3 million or more do not have comprehensive estate plans. The Generational Wealth Blueprint is more than just a financial guide; it’s a roadmap to creating a financial legacy that spans generations. Combining expert advice, practical strategies, and real-life anecdotes from top financial advisors, this book equips you with the following:
Essential Chapter Resources for Lasting Legacy
About the Collaborators
The Collaborative Advisor Network (CAN) is formed by advisors who share a common belief in collaboration, education, and purposeful financial planning for the families and communities they serve.
Spanning broker-dealers and RIAs across the country, the advisors behind The Generational Wealth Blueprint, includes George B. Thompson, Chris Puffer, Dr. R. Scott Pyle, Tony Moreno, Jr., ChFC®, and Damon Adcock. CAN unites decades of advanced planning experience, leadership insight, and purpose-driven financial stewardship.
