Preserving Your Wealth for Future Generations
Expert Financial Strategies for Business Owners and Families
Approximately 70% of wealthy families are projected to see their wealth dissipate by the second generation, and this figure rises to 90% by the third generation.
We prepare the next generation with the advice, planning, strategy, and governance to manage company assets, stocks, or inherited wealth.
Wealth Management
Without effective wealth management, individuals (or families) are likely to encounter issues such as redundancy, increased expenses, and diminished investment returns. Engaging the services of a financial advisor can lead to an improvement of 2-3% in your investment returns (Vanguard), mitigating these challenges.
Investment Services
Many investors fall short of market performance when handling their own investments. To mitigate this, we establish professional processes aimed at eliminating emotions from the investment process.
Estate and Gift Planning
Without a clear estate plan Uncle Sam becomes your default beneficiary due to tax exposure, inefficiencies, and substantial losses experienced during asset distribution. To mitigate these issues, it's crucial to establish a comprehensive estate plan, including tax-efficient gifting strategies, and regularly review it to ensure a smooth wealth transfer process for heirs.
Financial Planning
Financial plans are only as good as the commitment to adjust course along the journey. Our role is to assist clients in creating financial models and forecasts, allowing them to adapt their plans as life circumstances evolve, ensuring a smoother journey toward their objectives.
Liability and Risk Planning
While many investors prioritize insurance for anticipated risks, our focus is on helping clients safeguard against unforeseen circumstances. These are instances that can lead to significant loss of wealth and we want to protect against those events.
Tax Strategy and Planning
Taxes invariably diminish wealth. Our approach places a significant emphasis on harnessing tax laws to your benefit, actively seeking opportunities that often introduce innovative perspectives our clients may not have considered.
Marital Financial Planning
Having a cohesive and well communicated plan is critical to maintaining wealth across life events. We prioritize effective communication, strategic wealth management, and tailored solutions to ensure a harmonious and secure financial future for couples.
Educational Resources
Financial literacy forms the bedrock of achieving and maintaining wealth. Unfortunately, it's often not part of formal education but rather passed down through word of mouth. A solid grasp of the fundamentals is essential for comprehending how financial principles apply to your life. We help clients and their families understand what they need to know.
Financial literacy programs
Our financial literacy programs is our community outreach program designed to equip the next generation and clients with essential financial knowledge and skills, empowering them to confidently manage wealth, make informed decisions, and secure a successful financial future.
Legacy letter program
Many families facing difficulties have yet to discover effective ways to convey their values and wisdom to future generations. This program is designed to bridge this communication gap and empower the next generation.
Mastermind groups
As a family, wealth is diminished if your group of advisors are not working together. Our mastermind groups work as a family board where your advisors can work together and make the best decisions for you. This could be your CPA, estate lawyer, financial advisor and more.
Family retreats and events
If you are committed to effectively conveying your values and vision to your children, exploring the option of a family retreat may be beneficial. Our expertise lies in assisting clients in organizing and hosting such retreats, consistently yielding productive outcomes.
Why Clients Choose Us
Clients choose us for our unwavering commitment to preserving their wealth and legacy for future generations.
We understand that if you intend for your heirs to inherit your hard-earned wealth and continue your legacy, that can happen.
Our passion lies in ensuring that this generational transfer is not only safeguarded but also accomplished with remarkable efficiency.
We recognize the significance of your family’s future and work diligently to ensure that the fruits of many generations’ hard work do not vanish due to oversight or inefficiency. At our core, we are dedicated to helping you secure a lasting financial legacy that stands the test of time, benefiting your family for generations to come.
How to get started
Getting started is easy – schedule a call with our team today to explore how our specialized expertise can tailor financial strategies designed to help you.
Our Mission
To empower our clients to transfer their legacy and wealth to future generations.
1
Managing the downside
We implementing tax-efficient strategies and protection trusts to safeguard our clients’ wealth, while also addressing other potential risks through comprehensive planning, ensuring a secure financial future for them and their heirs.
2
Building Wealth
We help our clients build wealth through goal-based investing, expert financial guidance, maximizing growth opportunities while minimizing risks.
3
Education
Educating the next generation about money and wealth is important as it empowers them with the knowledge and skills to make informed financial decisions, ensuring a strong foundation for preserving and growing family assets for generations to come.