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.
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board. For the...
The smell of that first $5 bill. The quarters you put in the basket at Sunday school. An allowance we awaited anxiously. Can you recall your first money memory? Money, like romance and work, is one of those themes that follows our whole lives and has real emotional...
By Paul West You’ve probably never heard of Melvin Dummar, a gas station attendant who picked up a hitchhiker in the Utah desert one night. He ended up driving the man several hours, all the way to Las Vegas and dropping him off at the Sands Hotel. Melvin was no one,...
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.
