BECAUSE LIFE ISN’T SET IN STONE. KEEP CARVING.
We serve business owners and partners, entrepreneurs and senior executives who seek to translate their financial success into a legacy of significance. You and your family may have deeply challenging life questions, including “What comes next?” and “How do I keep successfully evolving?” We understand that exploring and creating a life plan requires trusting personal relationships, and that’s why we guarantee proven expertise and experience combined with a genuinely caring touch.
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Business owners and entrepreneurs, especially those who are facing a liquidity event such as the sale of their company. Typically, most of their wealth has been tied up in their enterprise for years or even decades. Now they have more liquid assets than they have ever owned before, and are unsure what to do with them. The new money is like another business to manage and they have been running so hard to sell the company that they haven’t really had time to process what to do next. In addition, the sale of the business may have significant implications for their family members, including heirs who may or may not plan to carry on the business. These business owners want to ensure that their wealth will bring their families together, rather than driving them apart. And with their identities so closely tied to their businesses for most of their lives, they now also face critical personal as well as financial choices in setting out a new vision for their future—especially since they finally have time to give more thought to charitable causes and personal values.
C-suite executives who have achieved significant financial success, but whose busy schedules leave them with too little time at home and scant opportunity to ponder meaning and purpose. With their family time under pressure, they may not know whether their family members agree with their own goals and vision, or if they have conflicting needs and desires that have never been clearly expressed. Their heirs may need guidance about how to successfully manage an inheritance and what to expect in the future. These executives need help communicating with their families and instilling a shared sense of purpose–much like they have done with their work colleagues. Beyond their own hearth and home, they also care deeply about the communities in which they work and live. They are eager to give back, but their schedules have not enabled them to create a well thought out philanthropic plan that allows them to say “yes” to the right things and “no” to the wrong ones. In order to find greater purpose in their busy lives, they need a master plan that guides their decisions, refocuses their priorities and empowers them
Partners of accounting and law firms who face mandatory retirement have often had professional lives that were all-consuming. Suddenly, retirement age is upon them and they are forced to ask “What’s next?”. While they may have been able to coach the occasional kids’ soccer team, they haven’t had time for a plethora of non-profit engagement. They need someone to help them identify their strengths and encourage them to try some “low cost probes” to see what they may or may not enjoy in that realm. Additionally, they may not be quite ready to hang up their professional spurs all together. Many desire to consult on a part-time basis, sit on a board or two or even engage in a new business. It is time to turn the spigot from accumulation to distribution and that can seem scary. It is also time to update the wills and put a family legacy plan in place that leads to better communication and relationships with the next generations.