Family Wealth Management

Multi-Generational Family Wealth Management is much more than a comprehensive list of services
and products that our team can access and provide to our clients. While expertise in planning,
investments, wealth transfer strategies, customized lending and philanthropic giving, among
others, are of great importance; it takes a deeper understanding of what “Wealth” means to
truly serve the needs of our clients.

Thus, clients of financial means are well served if we ask them to articulate the various kinds of
wealth that they possess, and to develop a vision around how they want their wealth to be used.

For example, ask yourself these five questions:

1. Do you have a vision for your wealth and how you want to use it? If so, what specific goals or
priorities do you have?

2. What core values and principles are important to you when developing investment and estate
plans?

3. How do values such as achievement, knowledge, diversity, hard work, generosity, creativity,
compassion, spirituality, justice, integrity, honesty, service, respect and love influence you when
thinking about your wealth?

4. What priorities do you want to include in your wealth management plans relative to financial
inheritances by siblings, children, grandchildren and others?

5. What responsibility, if any, do you feel you have to society or to causes and interests beyond
your family and extended family?

Why are these questions the core concerns of Family Wealth Management? Because it is our
team’s mission and commitment to help our clients fully actualize their lives and realize the full
potential of their wealth to better themselves as well as others.