History has clearly shown that family wealth rarely survives beyond the third generation. This does not have to be the case. Covenant partners with your family to provide objective and experienced guidance to help you navigate the many blessings and challenges associated with wealth.
With a deep understanding of your family’s unique needs, goals and dynamics, we incorporate the proven best practices of successful families to help you transfer your financial, intellectual and human capital on through the generations.
- General fiduciary oversight
- Formalized governance for inter-generational issues
- Business succession services
- Family member education
- Bookkeeping and bill pay
- Comprehensive family financial statements