Wealth is not just financial assets—it is wellbeing. The family’s Wealth consists of the wellbeing of its family members, the family’s activities, and its material goods. Building this Wealth together with you is our goal. Investing in all three forms of Wealth empowers families to leave a lasting legacy for future generations. We call this shared process The Heroic Family Journey. The Heroic Family Journey is the family’s experience of building its Wealth over time.
Along with our partners at The Grupp Law Firm LLC, we are ready to start your Journey with you. The first step is to uncover the true dangers, opportunities, and strengths of your family. Next, we help identify your vision for the future. Finally, we collaborate to build a financial plan that looks at the micro, macro, and integrated views of your estate plan, including legal entities, businesses, cash flows, and liquidity needs.