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ABOUT US

Our Mission

For over 30 years, Generational Strategies has served 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.

30+

Years of experience

10x

Advisor of the year

Our History

Generational Strategies Group was founded by Chris T. Christensen, a seasoned professional with a passion for empowering clients, our company was born out of the need to address the gaps in financial planning that Chris observed during his early years as an investment advisor in the 1980s. At Generational Strategies Group, we understand that estate planning is not just about finances—it’s about securing your legacy and ensuring your wishes are honored. That’s why we take a holistic planning approach, considering every aspect of your financial picture. Our mission is to equip our clients with the knowledge and tools to make informed decisions about their life and legacy planning, so they can enjoy peace of mind and confidently shape their future.

Meet Your Team

Our mission is to equip our clients with the knowledge and tools to make informed decisions about their life and legacy planning, so they can enjoy peace of mind and confidently shape their future.

“Chris was there every step of the way and brought my vision further than I could have imagined!”

JMClient
PRESIDENT & CEO

Chris T. Christensen

Chris T. Christensen serves as the President and Chief Executive Officer of Generational Strategies Group LLC. Chris focuses on helping successful people protect and preserve their wealth. He has over thirty years of experience and training in the financial services industry. He speaks in major cities throughout the country on the topics of wealth protection, wealth preservation, and wealth transfer.

Chris encourages audiences and clients throughout the country to constantly monitor and update their financial and estate plans. Mr. Christensen has honed his career as an advanced estate planning specialist. He started in the industry as an investment advisor in the early 1980s, where he saw far too many clients failing to update other important parts of their financial plan. He transitioned his career toward a more holistic planning approach, taking into account the client’s entire planning picture. Chris believes it is important for clients to feel empowered about their life and legacy planning. He works with all of his clients to make sure that those they care about—family, charity, and other beneficiaries—are properly taken care of and that others—such as the IRS, creditors, and predators—are disinherited.

Chris resides in Naples, FL and is a golf enthusiast an an amateur chef. Chris supports several charitable organizations in Southwest Florida and is active in their events. He has a philanthropic passion for animals, education, and healthcare.

cchristensen@genstrat.com
(239) 352-4111

SENIOR CLIENT ADVISOR

Michael A. Schmidt, Esq.

Michael A. Schmidt is a Senior Client Advisor at Generational Strategies Group, LLC. Michael works with clients and their Attorneys, CPAs, and other advisors to review, modify, and update their estate plans. Michael is a member of the Florida Bar, and prior to joining Generational Strategies Group, Michael worked as an Attorney, primarily practicing estate planning and administration. Mr. Schmidt practices in the areas of estate planning and administration.

Michael is a Naples native and graduated from the Community School of Naples before receiving his Bachelor’s Degree from The Ohio State University. Michael earned his Juris Doctor from Stetson University College of Law.

mschmidt@genstrat.com
239-451-0211

DIRECTOR OF OPERATIONS

Elizabeth Crane Murray

Elizabeth Crane Murray joined Generational Strategies Group LLC in September 2018 and serves as Director of Operations.  Prior to her joining the firm, she worked in the legal field for 20 years as a paralegal, legal assistant, and legal secretary.  Elizabeth has an Associate Degree in Criminal Justice as well as a Paralegal Diploma.

In her spare time, she enjoys many of the benefits of living in Southwest Florida such as swimming, boating, biking, and walking the many beautiful preservation areas that Naples and Collier County has to offer.

emurray@genstrat.com
(239) 352-4111

CLIENT ADVISOR

Conlen T. Christensen

Conlen T. Christensen grew up in Naples and graduated from the Community School of Naples. Before interning at Galbraith Law, Conlen obtained his bachelor’s degree from Florida State University.  Conlen joined Generational Strategies Group LLC in October of 2023 and is now Associate Vice President at the firm. Conlen now provides help in meetings, presentations, or seminars wherever needed. Conlen enjoys playing golf and traveling to new places in his free time.

cochristensen@genstrat.com
(239) 352-4111