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.
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. A will is a legal document that directs: What happens to your possessions Who will handle your possessions (your executor or...
Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need...
Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark...
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.
