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Core Service

Family Planning

Your Family CFO brings governance, preparation, and shared values. Wealth and harmony preserved across generations.

Family Planning Areas

Navigating wealth across generations.

Multi-Generational Planning

Preserve. Grow. Govern. Communicate.

Next Generation Education

Literacy. Mentorship. Preparation.

Family Governance

Mission. Councils. Frameworks. Harmony.

Family Real Estate

Vacation properties. LLCs. Succession.

Family Business Succession

Leadership. Ownership. Transition.

Family Protection

Insurance. Protection. Contingency.

What's Included

Comprehensive family planning services that go beyond traditional wealth management.

Family Governance

  • Family mission and values documentation
  • Family council structure and facilitation
  • Family meeting planning and execution
  • Decision-making framework development
  • Conflict resolution processes

Next Generation Preparation

  • Age-appropriate financial education
  • Gradual wealth exposure strategies
  • Mentorship and internship programs
  • Trust beneficiary education
  • Philanthropic engagement opportunities

Wealth Transfer Planning

  • Multi-generational trust structures
  • Dynasty trust planning
  • Generation-skipping strategies
  • Family limited partnership management
  • Incentive trust provisions

Family Asset Management

  • Shared property ownership structures
  • Family investment policy development
  • Consolidated family reporting
  • Family office services coordination
  • Vendor and advisor management

Generational Considerations

Each generation faces unique challenges in the wealth journey.

G1 (Wealth Creators)

Challenges: Transitioning from accumulation to preservation mindset, letting go of control, communicating values

Our Focus: Legacy planning, governance establishment, next-gen preparation

G2 (Inheritors)

Challenges: Proving themselves, managing inherited responsibility, sibling dynamics

Our Focus: Leadership development, stewardship training, family role definition

G3+ (Future Generations)

Challenges: Connection to wealth source, motivation and purpose, entitlement prevention

Our Focus: Values education, work ethic development, philanthropic engagement

Our Approach

Family-First Approach

Harmony and optimization. Together.

Facilitation Skills

Difficult conversations. Facilitated.

Your Family CFO

Multi-year stewardship. Deep understanding. One CFO for the whole family.

Educational Resources

Curriculum. Tools. Next-gen ready.

"Shirtsleeves to shirtsleeves in three generations"

This proverb exists in nearly every culture because it reflects a universal truth: wealth rarely survives past the third generation without intentional planning. The good news? It doesn't have to be this way.

70%

of wealth transfers fail by G2

90%

fail by G3

60%

due to lack of communication