Our Process

As Family Wealth Advocates®, we ask the critical questions that others may not ask.  We ensure that all dynamics of a client’s needs are met, including those that are financially, family, and values oriented. We establish trust and communication in families to protect, enhance, and preserve wealth and family unity, both today and in the future.

This all-encompassing approach requires a distinctive planning process that utilizes a unique, trademarked questionnaire, entitled, “Life on Purpose”, and a “Client Retreat” to help individuals and families:

• Better control and preserve the wealth they have accumulated,
• Preserve and transfer their values, and
• Maximize a legacy for the future.

We create a complete strategy based on your beliefs and values, as well as on your personal and business goals, and work with family advisors, including accountants, attorneys, and insurance providers to make certain that a successful implementation occurs.