Planning Today for the Next Generation
A thoughtful, long‑view approach focused on helping families
communicate, prepare, and make informed decisions across generations.
What We Do
g3 Legacy Office helps families and business owners navigate long‑term planning with clarity and structure. This includes preparing the next generation and the third generation as significant wealth transitions occur
Focus areas:
Multi‑generation legacy planning
Retirement and long‑view planning
Family education and continuity
Business succession considerations
Coordinated, long‑range decision support
Multi‑generation legacy planning
Retirement and long‑view planning
Family education and continuity
Business succession considerations
Coordinated, long‑range decision support
Key Metrics
Trusted By Families & Professionals
Families, professionals, and business owners rely on our long-view guidance to stay aligned as life evolves.
The 60-Year Legacy Approach
Our planning philosophy looks decades ahead. We focus on education, communication, and continuity as responsibilities and assets transition between generations.
This long‑view approach helps families:
Understand long‑term impacts of decisions
Prepare future generations for responsibility
Strengthen communication and alignment
Maintain clarity as life evolves
Frequently Asked Questions
What does g3 mean?
g3 represents three generations—g1, g2, and g3—and reflects our focus on long‑term family preparation
Why is multi‑generational planning important?
Families often underestimate future needs or avoid important conversations. Aligning values and expectations early supports responsible wealth transitions.
How do you help heirs prepare?
We guide families through conversations rooted in values, goals, and purpose, helping heirs understand their long‑term roles.
Do we need significant assets to begin?
No. Long‑range clarity benefits families at all wealth levels.
How do you address rising costs and retirement considerations?
We help families anticipate long‑term needs—including healthcare and lifestyle costs—and integrate them into their planning.
How do we get started?
With a conversation. We learn your goals and priorities before outlining next steps.
Clients' Voices
Testimonials from our satisfied clients.
John Clark
"g3 helped our family create clarity around decisions that will impact future generations"
Elizabeth Johnson
“The structured process helped us prepare our children for future responsibilities.”
Want to work with us?
Begin a conversation that helps your family move forward with clarity and confidence.
2900 West Rd, 2nd Floor, 48823
Michigan, United States
Securities offered through Sigma Financial Corporation, member FINRA and SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. g3 Legacy Office is independent of both entities
2900 West Rd, 2nd Floor, 48823
Michigan, United States
Securities offered through Sigma Financial Corporation, member FINRA and SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. g3 Legacy Office is independent of both entities
© G3 Legacy Office. All Rights Reserved
