Your Vision For Your Family
Where Everything Comes Together.
You have big ideas, not just for yourself, but for the whole family. You’ve done the heavy lifting to give you family the very best and want to make sure future generations have the opportunities you wish you had starting out.
For those who want to plan for multiple generations at a time.
Familywide financial planning is an unparalleled coordination between all stakeholders to make sure your vision has the best chance possible of coming to fruition across multiple generations.
Those who benefit the most from this style of planning are affluent families who have a vision and expectations they want to see come to life. You will need to be willing have an open dialogue with your family members as coordination across multiple generations with family at the helm necessitates some openness.
Benefits to planning for the entire family
All family members receive the same high level of service, without having to qualify on their own.
Objective “outsider” to help your family stay on track.
Multi generational tax, cash flow, giving, and estate planning.
Coaching your family members to get them ready for their future responsibilities.
Annual or Semi Annual Roundtable
At least once a year, have all of the people who help you with your finances and your life all in one place, and all on the same page.
Imagine all of these people on the same page, at the same time, working together:
CPA or Tax Adviser
Attorney
Banker
Business Manager
Trust Officer
Family Meeting Facilitation
We know talking with your family can be stress inducing. Conversations about the future can be tough to even think about, let alone lead.
Imagine having a dedicated time and place to discuss, with our expert assistance:
Business and personal succession plans.
The overall vision you have for your family.
The concerns and questions of family members.
Your expectations of your family members.
Imagine not having to try to do this during a family gathering, or worse, leaving your family unprepared.