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.
Tom Fridrich, Senior Wealth Planner You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re...
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two...
Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when...
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.
