We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …
WHO DO WE SERVE?
Families Promoting Multigenerational Wealth
You have a complex situation that should consider multiple generations. Distributing and sharing wealth, building a family enterprise, and enjoying life while you do it requires intentionality. We embed thoughtfulness in our planning and our conversations.
Most of us lead busy lives and don’t necessarily have an opportunity for reflection on how our deeply held values and beliefs have influenced both our accumulation of wealth and our priorities for its use.
Everyone seen, heard, prioritized.
As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way.
Questions we ask the families we serve:
- What behaviors and beliefs have supported your success and how have they allowed you to continue to maintain and grow your wealth?
- What has your wealth allowed you to do during your lifetime and why that was important to you and your family?
- What has been the role of philanthropy in your family? Why?
- What are the threats to your family’s financial well-being? Do you foresee any obstacles to achieving your goals?
Published by Mark Petersen People have many different ways of saving for retirement. One may utilize pre-tax or post tax savings, invest in appreciating assets or collectibles or even allocate money to assets which may simply maintain their value over time.
Published by Beth Schanou, Creating a lasting legacy requires more than legal documents transferring material assets. Although a considerable amount of time is spent on the estate planning process, often the transfer of wisdom, insight, experience and other similar intangibles are not considered.
Are you working for your money or is your money working for you?
Schedule a complimentary discovery session with us to learn how financial planning can change your life.
Who Do We Serve?
Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.