Wealth Management Services
Prepare your family for the wealth they may inherit by engaging in a dynamic, ongoing learning process. Through our family engagement services, we help your family understand the importance of open communication and group decision-making to preserve wealth and values through the generations.
Our family engagement advisory services may include:
- Financial education
We offer customized classes for your family members to help prepare them to assume the responsibilities of stewarding the wealth you've created. We also have our comprehensive online educational program, Wealth Compass, designed to help your family understand the complexities of wealth management.
- Generational philanthropy
Our professionals can counsel your family on the benefits and best practices of establishing a multigenerational philanthropic program.
- Family synergy
Our objective facilitators will help your family communicate better on the tough issues and unite around your shared values.
- Family business continuity
We can help you create an ownership succession plan that addresses all members of your family, including those who may not take an active role in your company.
If needed, we will identify outside specialists to help your family, such as counselors, conflict resolution specialists or human resource professionals, and can then work with them as an extension of our team.
Discover why family engagement is an integral part of our wealth planning services, and how it can help you achieve your long-term legacy planning goals.