Masters of Control
All successful wealth creators are masters of control. By learning how to harness their energy, resources and emotions over long periods of time, financial success emerges. As success and wealth grow, so does complexity which leads to ever more need for control. With increased complexity, comes stress and confusion, which for 90% of all affluent families, results in the loss of control within just a few generations.*

The Paradox of Control
The paradox of wealth is that only sure way to control wealth, is to release it. Sounds like a no-win situation and yet we know at least one in ten families beat the odds. At the end of the day, everything we do is aimed at breaking this viscous cycle.

By studying the habits of the 10% families who have created sustainable wealth beyond two generations we custom design a model of sustainable family wealth for our clients. Unlike traditional planning which is focused on (ROI) return on investment our goal is to help you create empowered wealth which leads to (ROL) return on life.

_{*Evidence by the research conducted by Rod Zeeb of the Heritage Institude and author of the Midas Curse.
theheritageinstitute.com/what-we-do}

Awareness

• What do successful families do differently?
• Is sustainable wealth and family unity important to you? 
• Are you willing to get little uncomfortable to address emotional and family issues?

Clarity on desired outcomes

• What are your most important assets?
• Do you know what happens to everything you own when you’re gone?
• What impact do you desire?  

Measurements

• What standards should be used to measure success?
  • Net worth
    
  • Net wealth transferred
    
  • Sustainability
    
  • Family unity
    
  • Family values transferred
    
  • Philanthropic capacity
    
  • Return on life
    
  • Return on investment

Prioritize actions

• What needs to be done first 
  

Implement 

• Who and how will it get done?
  

Maintain

• What process of oversight will work for our family?