Integrated Wealth Management lives at the intersection of Financial and Family in the venn diagram above. I serve as the families CFO who oversees the management of their total balance sheet in light of the family legacy plan. We must protect (risk management), grow (investment management), operate (cash & liquidity management) and distribute (tax & estate planning) significant wealth to the next generation in a way that strengthens, not weakens, the family legacy.

Integrated Family Governance lives at the intersection of Family and Faith in the venn diagram above. I help the family articulate their families shared vision, values, and purpose and put healthy decision-making systems and processes in place which also help families communicate and collaborate across multiple generations. I help them plan and facilitate productive, enjoyable family meetings so that each generation feels confident, informed, and empowered.

Integrated Philanthropic Planning lives at the intersection of Faith and Finances in the venn diagram above. Philanthropy is a very important part of an enduring family legacy. I help families use philanthropy to engage more deeply with causes, organizations, and initiatives they care about and to connect more deeply with each other to pass down their faith values. Giving becomes more meaningful, purposeful, and impactful with a giving strategy that identifies organizations and causes that align with your family’s vision and values.