Looking to protect your assets? Minimize taxes or establish a comprehensive estate plan? Set your business up for financial success? Generational Strategies will guide you every step of the way—providing innovative and personalized strategies that will safeguard your financial well-being and leave a lasting legacy for generations to come.
Generational Strategies was founded by Chris T. Christensen, a seasoned professional with a passion for empowering clients. We take a holistic planning approach, considering every aspect of your financial picture. The bottom line is to equip you with the knowledge and tools to make informed decisions about your life and legacy planning—to enjoy peace of mind and confidently shape your future.
Our diverse client base includes high-net-worth individuals, accomplished corporate professionals and executives, as well as visionary business owners. Many of our clients began their journeys with nothing more than an idea and a vision, and today, boast successful empires of their own.
Generational Strategies started as an estate planning consulting firm over thirty years ago. We are dedicated to serving high-net-worth individuals, owners of privately owned family businesses, and corporate executives. We seek to help our clients build a comprehensive estate plan that will deliver their lives’ work to whomever they wish without the detrimental effects of estate tax.
Chris T. Christensen founded Generational Strategies out of the need to address the gaps in financial planning that he observed during his early years as an investment advisor in the 1980s. With 30-plus years of experience and training in the financial services industry behind him, Chris focuses on helping successful people protect and preserve their wealth. Chris is a sought-after speaker on wealth protection, preservation and transfer.
Generational Strategies Group
5150 Tamiami Trail N Ste. 600
Naples, FL 34103
© 2025 Generational Strategies Group, LLC