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Please click on a triangle to learn about our legacy services

Building a Legacy Family Development Wealth Stewardship

Wealth Stewardship

Those who inherit wealth resources (financial and otherwise) stand to thrive depending on their level of self–identity and their preparedness for the responsibility and privilege wealth brings.

  • Fostering wealth stewards; a philosophy to live by
  • Defining Our Values
  • Defining our Calling, our Purpose
  • Defining our Personal Mission
  • The Family Treasury Mission Statement

 

Family Development

We are truly happiest when our entire family prospers due to the contributions and successes of each of its members. When each member of our family thrives we can come together to create the future we envision.

  • Family Treasury Process #1 – The Family Documentary
  • Family Treasury Process #2 – The Family Roundtable
    • The Family Roundtable Charter
    • The Family Treasury Communication Model
    • The Family Treasury Curriculum
  • Family Treasury Process #3 – The Family Foundation
  • Family Treasury Process #4 – Mediation

 

Building a Legacy

A lifetime of hard earned wealth and wisdom is wasted if it is not shared both before and after your time on earth.

  • Family Treasury Process #5 –Goals of Achievement
  • Family Treasury Process #6 – Strategic Plans
    • The Opportunity Map™
    • The Family Treasury Strategic Plan
  • Family Treasury Process #7 – Financial Plans
    • The Family Prosperity Plan™
    • The Family Treasury Financial Plan
  • Family Treasury Process #8 – The Investment Policy
  • Family Treasury Process #9 – The Family Treasury Legacy Plan
    • Culture, Leadership, Structure, Sustainability and Measurement

 

The Family Treasury

Systems and Knowledge to Empower Families and Build Legacies

A family is truly wealthy when each member of the family thrives. Family wealth is sustainable when the family’s future is bigger and brighter than its past. The Family Treasury serves family leaders, successors and follow-on generations to steward the wealth in a sustainable way. Wealth in this context includes all the family’s resources including money, love and relationships, unique talents, knowledge, experience, networks and influence. Built upon the foundation of the Family Office, The Family Treasury offers systems and processes so “The Business of Family” can be a “profitable” one.

Clients have described the benefits of The Family Treasury to include:

  • Strength and safety in numbers
  • Inspiration through mission and vision
  • Risk minimization
  • Shared rewards and successes
  • Mature conflict resolution
  • Enhanced financial strength and empowerment
  • Development of financial literacy, leadership and entrepreneurialism
  • Trust, belonging and expression of individual and group purpose
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