Your Family CFO brings governance, preparation, and shared values. Wealth and harmony preserved across generations.
Navigating wealth across generations.
Preserve. Grow. Govern. Communicate.
Literacy. Mentorship. Preparation.
Mission. Councils. Frameworks. Harmony.
Vacation properties. LLCs. Succession.
Leadership. Ownership. Transition.
Insurance. Protection. Contingency.
Comprehensive family planning services that go beyond traditional wealth management.
Each generation faces unique challenges in the wealth journey.
Challenges: Transitioning from accumulation to preservation mindset, letting go of control, communicating values
Our Focus: Legacy planning, governance establishment, next-gen preparation
Challenges: Proving themselves, managing inherited responsibility, sibling dynamics
Our Focus: Leadership development, stewardship training, family role definition
Challenges: Connection to wealth source, motivation and purpose, entitlement prevention
Our Focus: Values education, work ethic development, philanthropic engagement
Harmony and optimization. Together.
Difficult conversations. Facilitated.
Multi-year stewardship. Deep understanding. One CFO for the whole family.
Curriculum. Tools. Next-gen ready.
"Shirtsleeves to shirtsleeves in three generations"
This proverb exists in nearly every culture because it reflects a universal truth: wealth rarely survives past the third generation without intentional planning. The good news? It doesn't have to be this way.
of wealth transfers fail by G2
fail by G3
due to lack of communication