SERVICES : Dynamics of Family Wealth

Join the Growing Populace who are
Courageously Stepping out of the Green Closet
and Into Action

Creating meaningful conversations and actionable plans for you, your family, your family business, and your philanthropy arounds the dynamics and impact of inherited and sudden wealth.

Inherited and Sudden Wealth bring with it a vast array of complexities unique to high net worth individuals, their families, and their family business/enterprise. The impact that money has on the dynamics of a family, both individually and as they influence other family members, is tremendous. So impactful, in fact, some families would just as soon brush it under the table, pretend that the family dynamics were not there, or were not worth their time and energy.

When you add in the complexities of a family enterprise with the diversity of jointly held assets (businesses, investments, etc.), the need for family governance and enhanced communication and decision making skills can determine the success for families and their jointly held assets.

As the high net worth population grows, more and more individuals are bravely stepping up and having these conversations.

Dynamics of Family Wealth guides individuals, families, and their businesses through a series of heartfelt conversations, thought provoking exercises, and planning strategies to ensure that you and your heirs are prepared to make wise and thoughtful life and business decisions.

All families will be faced with the need to deal with the opportunities and challenges of wealth.

We guide you on a journey through the exploration of these timeless and interrelated issues

OUR SERVICES

• Coaching and Consulting
• Mediation and Facilitation
• Dynamics of Family Wealth
– Impact of Wealth
– The Inheritance Conversation
– The Family Business
– Your Legacy
– Ethical Will
• The Rising/Next Generation
– The Pre­-PreNuptial Process
– Onboarding New Family Members
• Philanthropy and Thoughtful Giving
• Create the Life You Want

GUIDING THROUGH THE ISSUES

CHARITABLE GIVING TOOLS

  • Kitchen Table Giving
  • Private Foundations
  • Program Related Investments
  • Supporting Organization
  • Donor Advised Fund
  • Community Foundation
  • Social Venture Partnerships (SVP)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
  • Gift Annuity