Wealth on Purpose

Episode 12: The Multigenerational Advisor Office Designed for the Multigenerational Family

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As more families share the need for their children and grandchildren to be part of their financial plan, advisors are building professional teams to support each member of the family at their unique phases in life.


In this episode of Wealth on Purpose, Dalton Heffel joins Brian and Brian to discuss how Granite Bridge Wealth Management has become a top choice for clients with this need.


Key Topics:

  • Understanding the impact of the great wealth transfer occurring globally
  • Importance of communication in preparing families for wealth transition
  • Strategies to ensure wealth transitions smoothly without damaging family relationships
  • The role of advisors in facilitating these transitions effectively
  • Methods to engage younger generations in wealth management and preparation
  • Importance of aligning family values with wealth transition strategies
  • Effective practices for hosting family meetings about wealth transition


    • Connect with us: 

    • Dalton Heffel
    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth


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      Wealth on PurposeBy Brian Diffily and Brian Hartmann