Family Legacy Discovery

A very similar phenomenon takes place with family wealth. Most families, simply, do not plan adequately for the non-financial aspects of handing wealth to the next generation. Until a family masters the way to sustain wealth after the third generation, each new generation is set with the task of regrowing the family’s monetary legacy.

In our Family Legacy Discovery, we help families interested in sustaining family wealth, as well as passing on the values and important characteristics that the family elders want to leave with successive generations. With the help of a family wealth psychologist, our team works with the family and its trusted advisors (such as attorneys and CPAs) to examine the seed each family has nourished and what techniques are necessary to keep the resulting ‘tree of wealth’ free from falling to predators and pestilence.