The complete family wealth map highlights the integration between your business, assets, family dynamics, tax advantages and disadvantages, and more. It shows the need to include the human element of your family so you can directly address key aspects of your wealth management when needed.

The aspects we integrate into your complete family wealth plan are founded on your family identity, values, and life vision. Areas we consider to build your plan include:

► Highlighting the reality of where you’re currently at and the gap to close for where you want to go.

► Identifying ways to protect your wealth, capital, and assets from unnecessary risk

► Outlining a clear approach to investments and cost-effective tax strategies

► Facilitating crucial conversations between family members for positive relationships and commitment to furthering your family’s legacy within the larger community

Ultimately, your plan starts with one question: How will you use your wealth as a means to deepen your purpose beyond a healthy standard of living across your family generations?

This is when your complete family wealth begins to move in the right direction.