Sustaining your wealth through education and communication
The right tools can position your family for long-term success.
Family financial education
We can help your family develop the understanding and skill needed to promote personal and financial responsibility. Financial education covered includes: portfolio allocation, investing, cash flow planning, sustainable spending, education planning, risk management, retirement strategies, estate planning, wealth transfer, asset protection, trust entities, and tax reduction strategies.
Family vision, values, and expectations
Discovering the unique dynamics of your family and what dimensions of life are most important to them is key to the development of a family vision and mission plan. We can help identify the leadership preferences and communication styles that are dominating or being underutilized. Through values testing, we'll help engage the family's decision-making process; align family members' expectations; and prepare them for their future family roles.
Family philanthropic planning
Communicating with your family about your current giving practices and philanthropic preferences can help them gain a greater appreciation for charitable gifting. We can help you create a philanthropic plan that engages family members and is aligned with your family's values and mission.
Building a foundation for family unity
Creating a unified vision among diverse family members is critical in continuing the family's total wealth for generations. Through our Family Wealth Sustainability Process, we help families understand pitfalls and best practices; assess unique family preferences, communication, and styles; align family members' expectations; and assemble a comprehensive plan.
Ask one of our advisors how family governance and education can help you achieve your long-term wealth management goals.