Family Wealth Counseling

Family Wealth Counselors help families seize their remaining time, employ their unique talents, and mobilize their accumulated treasures.  We enable families to use their time, talent, and treasure to advance from financial success to personal significance.

The Family Wealth Counseling process helps clients establish and pass on to their heirs:

  • Family goals and objectives
  • True purpose of the parents lives and the future vision for the family
  • The family’s primary virtues and core values
  • The family's social/charitable mission and beliefs 

In the process of obtaining some of the non-financial benefits, the clients can achieve substantial income tax and estate tax savings.

By implementing Family Wealth Plans, clients can also achieve significant financial, social, emotional, and spiritual benefits from their wealth.

PODCASTS:

Family Wealth Counseling; From Success to Significance
Featuring: an interview with Ross Hoffman