Mission statement
Our mission is to get business and professional families to think in 100 year time frames, to educate families in how to help individual members of the family live comfortable, fulfilling lives and teach them how to use the financial tools available to assist in achieving the goal of happy family members for generations to come.
If you have found this website hopefully you are interested in establishing a culture in your family that will allow the family to preserve and grow wealth for the next 100 years.
We believe the following axioms to be true and they form the basis of our work and drive the discussion on our blog .
To grow wealth a family must be entrepreneurial.
The point of wealth is to help family members lead fulfilling lives
Financial capital is only part of family wealth, individual members of the family represent the important human capital, what they know (and can contribute to family decision making) represents the intellectual capital and what the family and its members do in the community represents the social or civic capital.
Our background is financial and business, we understand the value of strategic planning in a business; we know how a long term investment plan should be developed, and how to build a portfolio. We also understand how to effectively use life insurance as part of an estate plan, a tax shelter and a liquidity plan. We have, however, realized that taken outside the context of the family, wealth conservation and growth over generations, financial tools such as life insurance and pension plans are just commodities, purchased without realizing the full value of what they can do for the business family.
Welcome to our blog, we hope you enjoy the visit and invite you to check out some of the articles and we hope you will leave comments, critiques, and questions in the comment box and please visit our blog and participate in the discussions occurring there.