The Visionario ™ Process

Act differently where financial wealth intersects family

Traditional multi-generational wealth transfer planning has centered on the design and implementation of technically excellent strategies. While these are critical to the success of any plan, they still beg the following questions:

• What have we really accomplished?
• What does all this planning really mean to us, our family and future generations?
• Will our descendants honor the decisions we have made?

We have found that planning rooted in addressing these questions has more meaning to our clients.

Our Visionario process begins with examining what truly matters - values and principles - and then facilitates their incorporation into all implemented strategies. Then, as the process comes full circle, we make sure that the relevance, as well as the viability, of the overall plan is sustained in the face of changing family factors, economics and legislation.

Visionario, Italian for visionary, is about facilitating the application of visionary thinking to multigenerational wealth planning.