We've discovered some important principles while working with extraordinary clients in successful wealth transitions.


Wealth can be an asset or a liability.

On one hand, wealth provides comfort, security and freedom. On the other hand, wealth can tear away at family unity and create a sense of entitlement, causing family members to lose ambition and direction.
 
 

Managing wealth over multiple generations can be as challenging as creating wealth.

The odds against a family maintaining wealth for more than two generations are staggering. A number of factors work against the family protecting their wealth. Only a sustainable culture of deeply held values and aligned actions can withstand these forces. Family wealth is best preserved and grown through managing family culture. We have learned that you either manage your legacy or it will manage you.
 
 

What’s learned is more important than what’s earned.

The most successful families want to preserve an enduring family legacy. They pass on their hard earned life lessons to the next generation.