Create Family Purpose and Alignment for Generations to Come
Your legacy is more than money. Establish family unity and common purpose by sharing your stories, improving communication and building trust.
❖ Clarify Your Values & Vision❖ Create Family Purpose❖ Document Your Life Stories❖ Prepare Heirs for Inheritance
Only 10% of families preserve their family unity & wealth for more than 3 generations. What do they do differently?
They work hard at family communication & trust
They share their stories, values, and life lessons with their kids and grandkids
They create a shared common vision & purpose
At Generational Family Wealth, we create customized solutions for families to successfully transition wealth, stories, values, vision, and leadership from one generation to the next.
Preserve Your Legacy
Using our Guided Discovery process, we guide you through a series of interviews with questions designed to identify and articulate what is truly important. We record and preserve your story, including your history, life lessons, values, how you want to be remembered, and what you wish for future generations.
Create Family Alignment
During these one-day or multi-day Family Milestone events, your family will define its purpose, learn and appreciate each other’s strengths and communication styles, identify areas of common vision, and set priorities for the future.
Plan Now For The Future
Maximize the financial impacts of your legacy. We help you protect your family and assets through the facilitation of your estate plan. We’ll create a strategy to reduce your lifetime taxes using tools like Roth conversions, and guide you through charitable planning aligned with your values.
How It Works
1
Initial Consultation
We meet with you to understand your priorities, challenges, and vision for your family, including desired outcomes.
2
Create a unique success plan together
No two families are exactly alike. Based on your desired outcomes, we work with you to create a customized plan to help you achieve your goals.
3
Work as a Collaborative Team
We partner with your existing professional teams (Financial Advisors, Attorneys and CPA). We can also refer you to trusted partners.
4
Execute and Celebrate Milestones
We work together to execute the plan, celebrate, and arrive at your families desired next steps.
Don’t leave your legacy to chance.
We help you create family trust & unity through healthy communication and shared purpose, resulting in multi-generational impact.