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Helping business owners navigate family wealth transitions.
Our work experience has afforded us the opportunity to witness first hand the joy of properly navigated family wealth transitions; as well as the devastating effect of poor planning.
Is your family wealth health in order?
Our Approach
By putting people first, we ensure that both your family and business are in good standing. Your family is a vital part of your overal financial picture and drives the financial wellbeing of your business for the future. The traditional approach often leaves this important factor out. Our approach keeps both family and business in check.
Our Process
Sometimes family situations can be difficult to bring into the financial planning process. However, this is one of the most important parts of the planning process. By getting to know how your family impacts your business, we can better assess your complete financial wealth health.
Family Wealth
What does family wealth mean to you? There's a lot more to wealth than your financial assets. Often, the major contributing factors to your wealth are the people and experiences in your life. There are actually four types of capital you need to consider: Social, Human, Intellectual, and Financial Capital. Do you have each of these in order?