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. 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.
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.
Our goal is to work closely with families to understand their service goals and interests. For some, planning for generosity means ensuring their children’s future aspirations can be supported. For others, planning for generosity means strategically gifting throughout their life or accumulating wealth to make a lump sum donation or gift to a nonprofit. Others serve with their time and talent.
We aim to put all the ways of planning for generosity on the table to make sure you know all your options to better the world.
Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, it’s easy to overlook the same level of intention when it comes to...
Giving is an important part of our society for many. It can provide us the opportunity to support causes we believe in and make a positive impact. Keep in mind, giving isn’t always about donating money. It can also include volunteering time or donating goods and...
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the...
Being a part of this “next generation” is a daunting task. Maybe you’re stewarding a legacy of great business success, or perhaps it’s one of extraordinary generosity. You could be transitioning from your first business sale to your next entrepreneurial pursuit. Whatever the opportunity in front of you, you are a part of a generation that is not only the most technologically savvy but also the most educated. As a result, making informed decisions is integral to your continued success.
As a part of your trusted team, your life’s vision becomes our priority. We take on a collaborative, team-centered approach to managing and building wealth. We leverage our knowledge with technology, bringing innovative tools and new trends into each individual plan and offering professional services that meet your personal and business needs. Our team is well equipped to work through any unique planning situations that may arise as you grow.
