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 – “Call to a New Way of Life”
The family defines flourishing and commits to pursue a new way of life. This culminates in the Base Camp Retreat, a deep exploration of the dangers, opportunities, and strengths related to your family’s needs and goals
2. Design – “Crossing the Threshold”
The family has the courage to define its goal for flourishing. The decision to move ahead on the Journey culminates in the Ascent Meeting, a formal design proposal for you to consider.
3. Implementation – “Solving Complexity”
The family develops competence as it implements a plan to achieve flourishing.
Your family and advisors implement your plan culminating with the Summit Meeting to execute the formal documents. We collaborate to create a streamlined administrative process.
4. Administration – “Transformation through Stewardship”
The family gains confidence as it achieves a higher state of flourishing. Over time, your Family and advisors steward wealth to serve a flourishing family over time. Together, we hold quarterly meetings to discuss new projects and existing stewardship efforts.