Work with the other family members
Individuals and families have legitimate concerns about how their children or spouses handle money, regardless of wealth. It is important to instill family members with a healthy sense of purpose and financial responsibility. Further, families with a shared asset, whether a weekend cabin or a family business, may want to develop ways to make collective decisions.
- Explain to offspring/spouse what they own and will receive.
- Explain trusts.
- Assist other family members with budgeting.
- Provide family wealth education to help understand the impact of money on one's life.
- Coordinate family decision making and meetings.
One-time projects
- Organize documents as part of settling an estate, divorce or litigation.
- Engage with you to facilitate projects that arise from time to time. We are enterprising and creative. We find solutions to situations that arise.