We help families understand the pitfalls of creating a generational legacy and then implement best practices to avoid them. 

The outcome is a transition from the diversity of individuals and preferences to unity of vision, which leads to continuity of the family’s total wealth, both tangible and intangible.

Families today are focused more on growing and keeping the Intangible wealth in their family, yet most advisors only know how to help them with the Tangible assets (i.e., the financial assets and planning structures).

We can help you help clients with the intangibles.

High net worth donors are often thirsting for knowledge on how to raise their children to be well-adjusted, grateful (not entitled), productive stewards of wealth and legacy.

Help them introduce the concept of Family Philanthropy to the next generations, creating Buy-in to Ownership to Empowerment (B.O.E.).