At Klein Lally Group, wealth planning begins not with numbers—but with people. Our advisors take the time to know you, not just your balance sheet. Your goals, your family dynamics, your long-term vision—these are the cornerstones of a strategy built to last. With more than two centuries of experience advising multi-generational families, our approach blends time-tested wisdom with modern precision to craft plans that are as personal as they are effective.

Planning for wealth transfer

Transferring wealth is about more than writing a will or establishing a trust. It’s about timing, intention, and clarity. We help you design and execute a multi-generational transfer plan that reflects your values and minimizes disruption—whether through gifting strategies, charitable trusts, or succession plans for complex assets such as family businesses, private equity holdings, or legacy properties. We also facilitate conversations between family members to ensure understanding, alignment, and continuity of vision.

Managing taxes and risk

Preserving wealth means anticipating challenges before they arise. Our team conducts a rigorous analysis of your current holdings to identify tax efficiencies, optimize entity structures, and mitigate risk exposure. From implementing insurance strategies to managing concentrated positions and illiquid assets, we help ensure that your wealth is not only growing, but also protected. Our deep understanding of evolving tax policy allows us to proactively adapt your strategy in a shifting financial landscape.

Preparing the next generation

Sustainable wealth doesn’t happen by accident—it’s taught, nurtured, and passed on with care. We work closely with clients to prepare heirs through bespoke educational initiatives, family governance frameworks, and values-based planning. Whether it’s a rising generation taking their first seat at the family table or a transition of leadership within the family business, we guide the process with discretion and intention.

Planning for charitable giving

Sustainable wealth doesn’t happen by accident—it’s taught, nurtured, and passed on with care. We work closely with clients to prepare heirs through bespoke educational initiatives, family governance frameworks, and values-based planning. Whether it’s a rising generation taking their first seat at the family table or a transition of leadership within the family business, we guide the process with discretion and intention.

At KLG, wealth planning isn’t a one-time event—it’s an evolving, collaborative process that honors your past, empowers your present, and safeguards your future.