True Wealth

Healthy privately held businesses in the United States form the bedrock of our economy and are a powerful source of growth, innovation, and job creation. 

Too often, the talented individuals who run these businesses are so consumed with the day-to-day operations of their companies that they overlook the planning necessary to protect, preserve and grow the value of the enterprises they've worked years to build.

Planning to protect, preserve and grow business value goes beyond typical 'business planning' (e.g., marketing plans or new technology implementation) to business succession, continuity, strategic benefits, and tax planning.

Our proprietary Seven-Stage Strategic Business Planning Process looks strategically at your business, as well as how you run it and the marketplace in which it operates. Considering these factors allows us to help you maximize the business value while protecting your personal and corporate assets.

Our approach to "Life-Centered" wealth management and preservation integrates financial planning and wealth planning. 

That means we dive deep into your values, priorities, challenges, and opportunities before recommending strategies designed to achieve your financial and life goals.

Rather than focus exclusively on return on investment ROI (How much did it earn?), our first focus is on a more important matter, RETURN ON LIFE (ROL) which asks, "Are you living the best life possible with the money you have?" Our goal is to help you enjoy the benefits of wise financial decisions. A plan with ROL as its foundation answers THREE BIG QUESTIONS:

1. What has influenced your perspectives on money?
2. Are you managing your money in a way that improves your life?
3. Are you financially prepared for life's big transitions? 

If you are disillusioned with "using your life to make money," you will find "using your money to make a life" to be both liberating and meaningful.

Every well-managed business has a mission statement that explains the reasons for its existence and often summarizes its values. Well-managed families also have mission statements that describe their most important values and beliefs related to the management and transfer of all assets-not just financial assets-to future generations. 

As a starting point for our family governance process, we help families create mission statements that provide a frame of reference for family members, advisors, and charitable organizations. The goals and long-term objectives described in the mission statement give families and advisors a consistent standard that they can use to make decisions.

Our first step in helping a family create a mission statement is to ask questions related to a family's purpose, vision, values, and goals.

• What is the history of the family?
• What is the family's purpose?
• What vision of the future do members share?
• What values does the family hold and how do members put them into practice?
• What behavior is expected of family members?

When family members collaborate to create their mission statement, they gain a profound sense of each other's aspirations and experience the thrill of working to achieve a common purpose. It is a privilege for us to be invited to play a part in this creative process.