The Diamond Group Wealth Advisors Examines Strategies to Preserve Family Wealth

New seminar explores how to preserve wealth for future generations

SAN RAMON, CA, UNITED STATES, October 19, 2026 /EINPresswire.com/ — More than $120 trillion and more of legacy assets will be passing to spouses and the next generation over the next 25 years, according to Forbes Financial Council. But many families and businesses could suffer severe tax penalties if their estates are not handled properly, said Marilyn Suey, president and founder of The Diamond Group Wealth Advisors.

“With substantial concentrations of business owners, entrepreneurs and high-net-worth families in the Bay Area, the transfer of closely held businesses, real estate and investment assets presents particular estate-planning challenges,” said Ms. Suey, a women’s longevity and lifestyle expert, financial educator, and CERTIFIED FINANCIAL PLANNER^® professional. “When is the right time to share your wealth with the people you love and/or the causes you care about deeply?”

She will host a free seminar called “Family Wealth: Give Now or Leave for Later?” on Friday, October 23, 2026, from 11 a.m. to 1 p.m. PST at the 3rd Floor Conference Room (same building as Flourish Cafe), 6101 Bollinger Canyon Road, San Ramon, California. To register and for more information, go to their website.

The meeting will feature a presentation by estate planning attorney Robert Silverman, Silverman & Jaffe.

Participants will learn:
• Advanced estate planning strategies
• How to maximize legacy, mitigate taxes, and protect future generations
• Preserving family wealth in marriage
• Safeguarding inheritances
• Managing highly appreciated assets

“Planning for the future requires careful coordination with your legal, tax, and financial advisors to ensure the trust document complies with complex tax codes and aligns with your comprehensive estate plan,” she said.

The seminar will address such questions as:

Is it better to give to my kids now or leave an inheritance?

“We’ll compare lifetime gifting with transfers at death. That includes how annual gift exclusions and certain trusts may be used to support children and grandchildren, and the tax and family considerations that come with each approach,” she said.

Can I preserve an inheritance from lawsuits, creditors, or a child’s divorce?

“We’ll discuss how trusts that continue for a beneficiary’s lifetime, and marital agreements, may help safeguard assets,” she said.

What about stock or real estate I’ve owned for decades?

“We’ll explain the “step-up” in basis and the choices people weigh for highly appreciated assets: selling, holding, gifting, donating, or using a charitable trust,” she said.

“Participants will leave with a clearer picture of your options and better questions to bring to their own legal, tax and financial professionals,” she said.

The seminar is geared for these groups of people:

• Business owners contemplating succession
• Parents and grandparents with significant assets
• Owners of highly appreciated real estate
• Families concerned about safeguarding inheritances
• People considering charitable gifts
• Individuals who expect to transfer substantial wealth to children or grandchildren

“Participants will gain valuable insights to help them make thoughtful decisions about their legacy and their family’s financial future,” she said.

About Marilyn Suey

Marilyn Suey, CFP^® is Founder and CEO of The Diamond Group Wealth Advisors in San Ramon, California. A graduate of UC Berkeley and the Wharton School, she has more than 30 years of leadership experience in technology and over two decades helping individuals, families, business owners, and healthcare professionals plan for retirement, wealth management, and major life transitions. She is the founder of the Savvy Women Community and author of Retire Abundantly and 36 Quick Tips for Savvy Women. She is a Certified Exit Planning Advisor ^®, Accredited Investment Fiduciary ^® and Certified Plan Fiduciary Advisor ^®.

Marilyn Suey is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and The Diamond Group Wealth Advisors are separate entities from LPL Financial.

Marilyn Suey
The Diamond Group Wealth Advisors
+1 925-219-0080

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