Many families we meet have gone through a cycle of gathering ideas, making progress and then pressing the pause button prior to execution. If you’ve been through this, you are not alone. It can be difficult to tell which feels worse: a lack of action around something that’s important to you, or the thought of executing something that doesn’t feel 100% right.

If recommendations don’t feel personal, it causes a lack of commitment to move forward. This is why families pay for elaborate planning sessions and then stop short of pulling the trigger. These are big decisions. Until you understand the real purpose behind your actions, why execute?

We help families first gain focus around their ultimate vision for their wealth. We help you picture what life is really going to be like when your wealth is received by your heirs in your lifetime or beyond. Our planning processes help ensure that this wealth transition has a positive impact on your family and your community. We also work with your existing trusted advisors so that the entire advisory team sees your vision as the filter through which all tactical actions are considered.

As a result, planning finally represents your desires and your language. It feels like an extension of you instead of something external that was completed for you; that if you decided to roll it out right now, it would be a joy to observe.