Managing significant wealth is a vitally important part of building an enduring family legacy. We serve on your team much like a family CFO in order to provide organization and implementation of an integrated plan built upon a wholistic framework that integrates your faith values and family dynamics into all financial decision. The goal is to preserve, protect, and transition wealth to the next generation in a healthy way that strengthens the family’s legacy.

We begin with listening to you and asking thoughtful questions so we can understand what matters most. Then we work with you, and your other advisors, to capture important details in order to provide you with insights that create clarity. This clarity facilitates better decision-making.

• Wealth Transfer Planning – Focuses on developing a custom-crafted plan. By integrating investments, we work to help you protect, transition, and build wealth by considering all aspects of your financial life, including areas such as tax, trust and estate, legacy, business planning, retirement, education planning, and more.

• Cash Flow Planning – Establishes a forward-looking projection so you know the potential impact on asset values, as well as net-to-heirs based on certain portfolio return and cash flow assumptions, which allows you to prepare and make informed decisions about the future.

• Investment Management – we subscribe to evidence based, time-tested, highly disciplined approach to investments. We provide institutional-quality investment solutions across global asset classes chosen to meet your specific current needs and long-term goals. Tax- and fee-efficiencies are critical considerations. We leverage investment research and partners who possess years of experience with portfolio management for complex investment assignments. Once we completely understand your goals and objectives we develop an investment plan and construct your portfolios under the full guidance of your overall legacy goals and consistent with your family and faith values. Finally, we review, rebalance, and employ risk management measures with the goal to keep your portfolios on target.

Enduring family legacies require continuity in vision, values, trust, and communication among the family. Families need strategies and practices that facilitate alignment, communication and decision-making within families and across generations. This includes advice on preparing for family business transitions, navigating family dynamics, preparing and educating next generations, and developing or enhancing family governance practices. Common questions families need to answer:

• How can the next generation prepare to not just steward family wealth, but thrive doing so?

• How do we engage across generations around a set of shared values and a mission that aligns with our priorities?

Philanthropic Planning is a powerful tool for building an enduring family legacy. Not only does it make sense for your financial, tax, and estate planning, but it also is a strategic opportunity pass down your family history and your faith values to the next generations. Philanthropy, expressed through careful planning, is a very rewarding way to bless the charities you believe in and care about most.