Preserve your wealth and family values for your children, grandchildren and future generations. Our programs and resources can help you and your family navigate the opportunities and challenges of wealth.

OUR APPROACH

Sustaining wealth over generations is not likely to succeed if left to chance. Rather, it requires dedicated effort and a thoughtful, tailored approach designed to give family members the insights, skills and confidence to help them succeed.

Through the whitepapers and various client programs and tools developed by the Center for Family Wealth Dynamics and Governance®, we strive to empower families to define the purpose of their wealth and to be intentional about wealth’s impact on themselves, their families and their communities.

SERVICES

Educational tools
Assisting parents who are interested in learning how to start conversations with their children around wealth and financial literacy. We have tools available for you to help your children learn basic financial planning skills.

Educational programs
Providing clients access to subject matter experts on a range of topics concerning the growth and preservation of wealth and sharing insights on how other families handled similar challenges.

Family meetings
Sharing creative strategies and insights to help shape and conduct family meetings focused on defining family values and aligning them with concrete actions.

A private wealth advisor can help you learn more.