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Legacy Planning Associates™

Frustrations and Failings

Historically, family wealth has been linked to entitlement and divisive behavior. Families paralyzed by fear secretly crave a solution to restore loving relationships and mutual respect for one another. Unaware that an alternative result is possible, family wealth is usually lost before the end of the third generation. View ‘Shirtsleeves to Shirtsleeves’ video »

In an attempt to protect family wealth from intruders, and family members from the presumed negative impact of wealth, families and their advisors may resort to restriction, isolation, secrecy and control.

It doesn’t have to be this way. Our commitments to The Thriving Family Experience empowers families and their advisors to create a dynamic in which individual family members flourish. They become stronger, more resilient, enabling their wealth to survive and the family to thrive well into future generations.

When we work with family, we use as our guiding principles the ancient wisdom that humans are meant to know their purpose, and to apply this purpose to a life’s work. next page