Our Clients

Back to Main

Wealthy Families

Additional considerations:


  • Family Dynamics – the role of individuals and their relationships corresponding to other family members.


    Examples: leader, decision maker, peacemaker, etc. After identifying the roles of these individuals, we describe their relationships with others in the family - through the following planning stages that may include:


  • Generational Planning
  • a. Succession Plans
  • b. Insurance and Estate Plans

  • Gifting

  • Philanthropy
  • If the family wealth was derived from ownership of business(es), go to BUSINESS OWNER section to review analysis.


Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.