Tailored Planning for Generational Success

At Agri-Generational, we specialize in helping family-owned farms and ranches navigate the complexities of succession planning, ensuring that each generation’s unique goals and aspirations are met.

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Governance

Governance helps turn your vision into a lasting plan through wills, trusts, and legal structures.

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Conflict Resolution

With guided conversations and professional support, tough topics can be approached with respect and fairness.

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Tax Planning

Strategic tax planning is crucial for preserving the wealth your family has worked hard to build.

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Financial Planning

We have more than 30 years of experience in helping families manage their finances for long-term sustainability.

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Liquidity Planning

Proper liquidity planning ensures that you can act quickly without having to sell assets.

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Who Needs This?

Multi-generational planning is essential for families who have spent decades, or even centuries, building their ranching or farming enterprises. These are family-owned businesses where the land, livestock, and legacy are intertwined, and where every generation has contributed to the growth and prosperity of the family. But with each new generation comes new challenges, from differing worldviews to changing market demands.

We work with family-owned ranching and farming businesses who are ready to protect what they have built and ensure their values, assets, and dreams are passed down smoothly. Whether you’re facing the uncertainty of succession planning or seeking a clear path to resolve conflicts within the family, our approach helps you plan for a seamless transition to the next generation.

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The Three Circle Model of Family Business

Continue the Legacy

Your land isn’t just dirt and fences—it is a living legacy. The years of hard work, sweat, and sacrifice have made your ranch or farm more than a business; it’s the heartbeat of your family. But without careful planning, this legacy is at risk.

That’s why we’re here to help you build a bridge between generations, ensuring your hard work benefits your children and grandchildren. With our support, we’ll help you pass down more than just assets. We’ll help you transfer your family’s values, work ethic, and dreams for the future. Our services are designed to secure your legacy, so future generations can thrive on the foundation you’ve laid.

This isn’t about preserving what you’ve created; it’s about ensuring that your family’s unique story continues for generations to come.

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When Should You Start the Process?

Planning for the future of your farm or ranch is not something that can wait. In fact, the biggest danger to your family’s legacy is doing nothing at all. Complacency can unravel years, even decades, of hard work.

Imagine this: your family has worked the same land for generations, building wealth, reputation, and an enduring connection to the land. Yet, without a clear plan for passing it on, everything could be at risk. The question isn’t if you should start the planning process — it’s when.

The ideal time to begin multi-generational planning is now. Waiting for a major life event, such as retirement or a family emergency, often forces rushed decisions. A well-thought-out continuity plan ensures that your land, business, and values will endure for future generations.

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What’s at Stake?

The entire family legacy is at stake. If not planned properly, hard-earned wealth, land, and values could be lost.

We help family-owned ranching and farming businesses avoid that outcome.

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