Financial Planning^ for High Net Worth Successful Families
High Net Worth Successful Families
Successful Families talk openly about their Hopes, Dreams & Goals.
Working with successful Entrepreneurs, Founders, Business Owners and Startups means we work with their families. As a Successful family you talk about wealth, where it came from, how to preserve and leverage it, and how best to pass it to future generations. Clear communication between you and your family & team is crucial to helping you realize your hopes, dreams, and goals.
Our role is not to make you wealthy, but to help you stay wealthy.
Characteristics of the high net worth successful families we serve:
Family of an Entrepreneur, Founder, or Business Owner
Second and third generations who are poised to inherit family & business wealth
Having seen the sacrifices and risk that were taken to build wealth, you consider yourself "financially conservative". You are more inclined to protect what you have, while generating a decent return to live off of without taking unnecessary risks.
You do not let daily market swings and mass media hysteria affect your long term financial plan.
You love your family and realize there is more to life than money, but realize that money is a strong tool. You take pride in spending time with those you love and living each day to its fullest.