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?

Recent Posts

If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

Published by Rob Furlong A couple weeks ago, Heisman trophy winner Marcus Mariota led his team, the University of Oregon Ducks, to the National Championship game. During his three years as the team’s starting quarterback, he has accumulated impressive stats culminating in a senior year wher …

Qualified vs. Non-Qualified – I Don’t Get It?!

Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

Rising Interest Rates & Financial Stocks

Rising interest rates have many implications for the economy and therefore the stock market. Many feel the Fed will begin increasing the Fed Funds Rate – the rate at which banks lend to each other, sometime this year. On a standalone basis, rising rates have the potential to be very benefic …

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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.
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