Wealth Conversations That Build Stronger Families

Whether a family is planning for college expenses, future home purchases, or future wealth transitions, one thing is clear: the strongest financial plans involve the next generation, not just the current one.

At Apriem Advisors, we believe that multigenerational wealth is more than assets. It’s communication, knowledge, and shared goals. That’s why we work closely with parents, grandparents, and young adults to help:

• Build financial confidence early in life

• Foster healthy money conversations at home

• Prepare heirs for future responsibilities

• Support smooth wealth transitions across generations

Giving the next generation a seat at the table today can help set them up for success tomorrow. And we’re here to help guide those conversations — whether it’s a family meeting, education session, or a planning milestone.

If you’d like support involving your children or grandchildren in your planning, we’d be glad to help.

Best,

The Apriem Advisors Team

Disclosures:

Advisory services offered by Apriem Advisors (“Apriem”), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A, 2B and CRS at any time.

The information contained in this report is not written or intended as financial, tax or legal advice. The information provided herein may not be relied on for purposes of avoiding any federal tax penalties. You are encouraged to seek financial, tax and legal advice from your professional advisors. You should consult your tax and/or legal advisors before implementing any transactions and/or strategies concerning your finances.

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