At Scepanovic & Associates, financial planning is about relationships. For decades, we’ve walked alongside families, helping them build, manage, and protect their wealth. As life changes and generations grow, we remain by their side, offering guidance every step of the way.

Today, our next generation is continuing this tradition—serving the children and grandchildren of our original clients. This deep personal connection allows us to deliver a level of care, trust, and continuity that big banks simply can’t match. We know your family’s story, your values, and your vision—and we use that knowledge to create personalized strategies that support your goals. 

A family-centred approach to wealth management

Family having lunch on their backyard

Managing family wealth is about more than accumulating assets—it’s about creating a structure that supports your values and prepares future generations for success. Our personalized approach ensures that your financial strategies reflect what matters most to you.

Strengthening connections across generations

We believe family wealth planning thrives when everyone’s voice is heard. That’s why we emphasize open conversations across generations, ensuring your children and grandchildren understand your goals and the responsibilities that come with family wealth.

By fostering these discussions in a supportive environment, we help:

  • Clarify your family’s values and long-term aspirations
  • Educate younger generations about financial responsibility
  • Build alignment around your legacy plan to minimize future conflict

This open dialogue builds trust and helps your family confidently manage wealth in the years to come. 

Creating a legacy with intention

TYour legacy isn’t just about the financial assets you pass down—it’s about preserving your values, traditions, and life’s work. We help you design a customized estate plan that reflects your goals, protects your family, and ensures your legacy continues in the way you intend.

Whether you want to:

  • Support your children’s education
  • Fund charitable causes
  • Provide financial security for future generations We’ll create a strategy that aligns with your wishes while minimizing tax burdens and ensuring your estate transfers as efficiently as possible. 
Older woman taking picture of her grandaughter

Preparing the next generation

Sudden wealth—whether through inheritance, property sales, or other windfalls—can overwhelm those who aren’t prepared for it. We work closely with your children and grandchildren to ensure they have the knowledge and confidence to manage family wealth responsibly.

Our guidance includes:

  • Financial literacy for younger family members
  • Developing investment strategies for inherited wealth
  • Ensuring heirs understand their role in preserving the family’s financial future

By preparing the next generation, we ensure your family’s financial stability doesn’t end with you—it carries on for years to come.

Long-term wealth management

Building and protecting family wealth requires careful planning and ongoing oversight. At Scepanovic & Associates Private Wealth Management, we take a multi-generational approach to wealth management, helping families create lasting financial security.

Our strategies include:

  • Tax-efficient wealth transfers to preserve more of your assets
  • Investment strategies designed to support family goals across generations
  • Ongoing reviews and adjustments to ensure your plan adapts to life’s changes

By maintaining a long-term relationship with your family, we provide consistent guidance that evolves alongside your needs.