The Heroic Family Journey
No matter the size of your estate, your family can achieve a Family Enterprise View. The Family Enterprise View holitically ecompasses the family’s quantitative and qualitative wealth: “everyone you love and everything you have.”
We describe the process to get there as The Heroic Family JourneyTM. As your guides on this Journey, we collaborate with your family by providing holistic estate planning, trust administration, and family office services. We emphasize the impact that any plan has on the family dynamic, and we engage the next generation with family governance & education services.
1. Discovery
After a thorough discovery process, we present a professional evaluation of your estate and financial situation. The family hears the call to a new way of life and commits to a fresh vision for the future.
2. Design
We map and build your Legacy Plan, which holisitically considers your estate, financial, and family governance plans. The family feels confident that crossing this threshold is the right step forward for future flourishing.
3. Implementation
We implement your Legacy Plan and then gather for a signing ceremony at the Summit Meeting. The family solves the complexity of its qualitative and quantitative wealth by having a holisitc plan that simplifies governance.
4. Administration
We provide ongoing administration of your Legacy Plan, so that your family is empowered to flourish. The family achieves a transformation as it takes on the Family Enterprise View.