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.}