Intergenerational wealth planning is planning for the use, preservation and eventual transfer of wealth to the next generation, or future generations.  World and family dynamics are constantly changing and as part of your estate planning it is critical to regularly review your estate planning documents to ensure they clearly outline the families objectives  determining what you would like to do with your business upon your death.  This can involve insurance companies, lawyers, financial advisor and accountant.

Craig Christensen is a Chartered Professional Accountant  and member of the Bermuda Institute of Chartered Accountants.  He is also a Trust & Estate Planner and member of STEP (Society of Trust and Estate Practitioners). He was formerly a partner at accounting firm Arthur Morris Christensen for many years before leaving to oversee the Morgan's Point project as CEO and Director.

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Craig brings breadth and depth of experience to his clients after decades of working with trusts and estates and assisting small businesses.

Christensen Consulting Services is focused on solutions.  Whether they be solving family issues with respect to planning a multi-generational wealth strategy, solving a business solution, or advice regarding estate planning. It is critical to review and locate critical documents and to liaise with professional advisors such a lawyers, trustees. investment advisors, tax advisors etc.  Craig has the  knowledge to provide balanced and effective solutions to his clients and their families and to provide a strategic plan and wealth planning dossier.