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Collaborative Family Wealth Planning

Although many have prepared their wealth for their family, very few proactively make the time to adequately prepare their heirs to receive their true wealth and become outstanding stewards. It begins with financial organization; supported with open, honest and transparent communication along with defining, sharing and clarifying personal expectations that leads to sincere, reliable and competent trust that ultimately improves family dynamics and relationships.

Financial Organization

  • Maintain Your Personal Living Balance Sheet
  • Provide a Secure Online Vault to Store Documents
  • Systematically Track & Quantify Living Expenses

Generational Wealth Planning

  • Prepare Heirs to Receive Wealth & Be Good Stewards
  • Facilitate Family Meetings & Financial Education
  • Coordinate Your Advisory Team

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (201) 556-4507