What makes us different?
We believe the way to finding balance is through a holistic approach to legacy planning.
We help families find the gaps and fill them in - connecting their core values to their financial
planning. Unlike most financial professionals, we’re not that interested in your money.
We’re more interested in the kind of life you and your family want to live.
Conventional Investment Advisors tend to work independently from your family’s other advisors.
To achieve the greatest measure of success for our families requires a 25,000 foot view and
effective cross-disciplinary communication and coordination. We work together with a family’s chosen
accountants, lawyers, insurance advisors, bankers, and investment advisors to
consolidate and coordinate their input to develop a full circle legacy roadmap and strategy...
bright futures start with BIG thinking
Bringing family legacies to life
SAY: Explore current state of family enterprise
DO: Q+A process to find the gaps and fill them in
AFFIRM: Connect family core values + wealth strategy
IMPLEMENT: Family legacy roadmap