Managing (stewarding) complex, significant wealth is a vitally important part of building an enduring family legacy. We serve on your team to provide clarity, confidence and conviction. We help you design a clear legacy and wealth management plan built upon a wholistic framework of your faith and family values. The goal is to preserve, protect, grow and transition wealth to the next generation in a healthy way that enables the family to flourish for generations.

We begin with listening to you and asking thoughtful questions so we can understand what matters most. Then we work with you, and your other advisors, to capture important details in order to provide you with insights that create clarity. This clarity facilitates better decision-making.

• Wealth Transfer Planning – Focuses on developing a custom-crafted plan. We work to help you protect, transition, and build wealth by considering all aspects of your financial life, including areas such as investments, taxes, trust and estate, legacy, business planning, retirement, education planning, and more.

• Cash Flow Planning – Establishes a forward-looking projection so you know the potential impact on asset values, as well as net-to-heirs based on certain portfolio return and cash flow assumptions, which allows you to prepare and make informed decisions about the future.

• Investment Management – Initially, we recommend families undergo a FAIR audit of your current investment managers (and values aligned investment choices when appropriate). We seek to ensure all your investment portfolios are aligned with your overall family legacy plan. We offer portfolio management with institutional-quality solutions across global asset classes chosen to meet your specific current needs and long-term goals. Tax- and fee-efficiencies are critical considerations. Finally, we review, rebalance, and employ risk management measures with the goal to keep your portfolios on target.

Through our strategic partnership we will help your family develop great strategies and practices that facilitate alignment, communication and decision-making within families and across generations. This includes advice on preparing for family business transitions, navigating family dynamics, preparing and educating next generations, and developing or enhancing family governance practices. Common questions families need to answer:

• How can the next generation prepare to not just steward family wealth, but thrive doing so?

• How do we engage across generations around a set of shared values and a mission that aligns with our priorities?

With our strategic partners we also help you with philanthropic planning - a powerful tool for building an enduring family legacy. Not only does it make sense for your financial, tax, and estate planning, but it also is a strategic opportunity pass down your family history and your faith values to the next generations. Philanthropy, expressed through careful planning, is a very rewarding way to bless the charities you believe in and care about most.