Family Wealth Services Group

Act differently where wealth intersects family

What if your planning could accomplish things you haven't conceived of?

Things that transcend the tactical planning of the day, 

harness a vision for the future, and 

impact how your children think, act and feel about wealth.

Successful wealth accumulation has put you atop a high mountain. Future generations can leap precariously from peak to peak or they can take root, creating a community around which the view can be deeply appreciated by all.

Family Wealth Services Group was founded on the belief that the true wealth of the family is its human capital - the people, intellect, values and talents of each family member.

It is cognitively impossible for another human to live your dream. But if your children and their future generations could be stewards of your wealth, with the same care and tenacity you've invested, could you begin to feel a greater sense of personal joy about your wealth?

Many families begin planning when wealth first begins to exceed lifetime spending needs; starting with the implementation of strategies that protect assets, reduce taxation and preserve wealth. In fact, families tend to think of wealth in terms of financial assets with monetary value - the family business, marketable securities, cash and real estate.

Yet, when asked the question, "what is the real wealth of your family?" most family members are drawn to the human capital side of the equation - the value of the people, relationships, experiences, and traditions that collectively form the fabric of the family.

Family Wealth Services Group focuses on melding the best technical strategies with apprenticeship opportunities for heirs.

Those who have never felt inspiration and purpose become lost. If one pursues his or her passion, those experiences inherently add to the intellectual capital of the family.

Allowing children to simply become heirs stops short of the vision most self-made men and women have for their family and the future of their wealth. So if we wish for the next generation to indeed be stewards of that which we have worked a lifetime to create, we must empower them with the vision, clarity and experience to be effective wealth owners.

The empowerment of family capital requires the sum of - vision - passion - consciousness.

Family Wealth Services Group’s Visionario Process^TM allows you to create clarity for the future of your wealth, meld it with the intellectual and human capital of the family, and together carry out a true and meaningful family legacy - reaching generations, and possibilities yet unimagined.