FAMILY ALIGNMENT

WHAT IS THE GREATEST RISK TO YOUR WEALTH?

The Williams Group surveyed over 3,000 wealthy families over 20 years and discovered an alarming statistic: 90% of wealth created in the first generation is lost by the third generation.

Why does this happen?

Only 3% of wealth transfers failed due to poor investment, tax, or legal advice. In contrast, most wealth was lost due to a breakdown in family communication and trust.

Building sound technical structures for your finances and estate is just the beginning.

The lessons you learned in creating and stewarding your wealth cannot be conveyed in a single conversation, yet they are crucial to helping the next generation avoid the pitfalls of sudden wealth.

We help families pass down this wisdom to help their family thrive across generations.

We believe proper communication and trust is built over time through intentional conversations.

We help families collaborate and ensure every member feels part of the team and has a seat at the table.

INTERGENERATIONAL ALIGNMENT

Ask your kids what it means to be successful in your family, and you will probably get similar answers. Ask them what that definition means to them, and you may be surprised by what you find. Our goal is to help our families find the common ground in their communication and put boundaries around the differences.

As a multi-generational advisory team, we strive to give each generation a voice as the family works towards mutual understanding through the difficult conversations around wealth.

FREE GUIDE

12 Principles of Highly Successful & Thriving Families

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You, your spouse, and your kids probably view and spend money very differently. In response, we developed the "Wealth Languages" to help people identify their unique motivation pertaining to money.

Discover your “Wealth Language” today and start having better financial communication with those around you.

TAKE THE FREE “WEALTH LANGUAGE” ASSESSMENT

FINANCIAL EDUCATION

Your wealth may be ready for your heirs, but are your heirs prepared to receive it?

A financial foundation is key to building and creating lasting wealth. We offer resources crafted to provide sound financial education and stimulate meaningful conversations around wealth with your spouse and kids. We provide tools to help you prepare your next generation for their financial future.