70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation for 1 of 4 reasons. (*Source: Build Your Family Bank, Emily Griffiths-Hamilton, Sub source: The Williams Group)
The Family Legacy Program works to help women:
• have more fun with their kids/grandkids
• have better, deeper, more meaningful conversations with their families
• leave a significant legacy, beyond the money
• develop and implement strategies to help their family work better together as a family unit
We help you live the lifestyle you desire, by creating financial strategies which align with your passions, values & vision.
Our Family Legacy Program:
Through the definition of your family’s values, the sharing of your stories and the communication around it all, we work with you to build a more complete Legacy for yourself and future generations.
Our Lifestyle Practice:
When you close your eyes & envision your future – what does it look like? You have/had a vision, maybe a passion for doing something one day, the lifestyle you want/wanted to live. If your current lifestyle isn’t aligning with the vision of that fulfilling life, we help get those things into alignment.
•Whitworth University •University of Washington
AZ, CA, CO, DE, HI, MD, MO, MT, NV, OR, TN, UT, WA