Executive Summary
Estate planning for families and business owners that produces Wealth Success.
Wealth Success = Productive Resources + Thriving Relationships
THE PROBLEM
90% of family wealth is gone by G2
70% of estate plans unravel after a transition of wealth
THE REASONS
Lack of leadership
Unprepared heirs
Lack of trust and communication
THE SOLUTION
A Wealth Success plan for families and business owners.
Wealth Success has two dimensions: resources and relationships. When combined, they form a completed legacy.
Most advisors focus only on your financial capital. That strategy is often incomplete. Money is not a goal. It’s an engine that propels your family forward.
Our goal is your Wealth Success.
What makes your plan unique:
Act - We have a bias toward action
Implement - We include implementing your plan in our fee.
Boutique - We build your plan exclusively around your objectives.
