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.