Family office support

Manage family money with family meetings

Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.

How to avoid the curse of generational wealth

“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.

How to build generational wealth

There’s a proverb about wealth that’s so prevalent we see versions of it across countries and cultures: shirtsleeves to shirtsleeves in three generations. In other words, family wealth never survives

A recent study showed 70% of wealth is lost in the first generational transfer, and a full 90% by the third. We look at ways to avoid the trap and build a legacy.

Be intentional with your wealth

Most people don’t set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put

Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.