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.
By Mark N. Petersen, CPA, CFP®, Vice President of Affluent Wealth Planning Jazz legend Miles Davis said it well when it comes to music and investing: “Time isn’t the main thing. It’s the only thing.” Time is central, whether in growing wealth or accumulating wisdom....
By Erin Wood “I’m going away tonight.” Those were James Brown’s last words before unexpectedly dying at 73. After four marriages and nine children, his estate was complicated, to say the least, and thoroughly under-prepared. The firefight over his assets has been...
By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade...
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.
