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What Makes Us Different

We Believe

  • Money without a mission is a mistake
  • Creating wealth is hard, sustaining it is harder
  • The only sure way to control family wealth is to release it
  • Family trust and communication between generations is essential
  • Your legacy is how you live your life, not how much you leave behind

Our process is designed to help families beat the 90% failure rate experienced through traditional planning. By measuring and unlocking surplus wealth in creative ways that engage across generations, you can beat the 90% curse* and Finish Well on Purpose™.


*Evidence by the research conducted by Rod Zeeb of the Heritage Institute and author of the Midas Curse. 

GOOD PLANNING ADDS VALUE, GREAT PLANNING IS INVALUABLE