Families are complex. Adding wealth to the mix can create exponential complexity. Guiding families through the maze of multigenerational wealth takes experience and deep understanding of family dynamics.

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Wealthy Families

Let us help your family design a strategy for family financial success – defined on your terms.

  • Wealth was originally created by an earlier generation
  • Requires support in understanding the complexities created in prior planning
  • Administration of assets and the family portfolio are critical
  • Focused on leisure activities
  • Passionately involved in the community and philanthropic ventures
  • Interested in educating future generations in the value of wealth