Individuals and Families
Having money is only one aspect of a rich life.
We recognize that our clients are extraordinary. You
are coming to us with a sense of purpose and a desire to improve
your situation. You are thoughtful and well-educated. Our
role is to illuminate and expand what you already know - using tools
we’ve developed over years of practice - and then guide you
to a new level of understanding and awareness.
We listen closely. Each story is different, always compelling
and sometimes quite challenging. We adapt our tools to the
needs of our clients and together, we create solutions.
Services we offer:
- Coaching and Consultation for individuals and families
- RichLife Portfolio™
- An Initial Assessment Interview
- Genogram Development
- A genogram is a one page graphic representation
of the complex family relationships, repetitive patterns
of behavior, and emotional factors which powerfully influence
the lives of each member of a family. It is an excellent
tool for mapping family structure, recording family information
and delineating family relationships. A genogram is
a concise diagram designed to help family members think
from a systemic perspective, track family history through
multiple generations, and assist them in seeing how they
may be influenced by their particular point of view.
- Mission
Development
- Legacy Statement
- RichLife Plan™ and Recommendations
- Money Coaching
Additional Services:
- Facilitation of Family Meetings and Retreats
- Workshops and Training (an abbreviated list includes):
- Transferring
wealth and illuminating issues of power and control in families.
- Intimate
relationships and money
- Raising grounded children in a materialistic
world
- Developing and managing governance structure for family
businesses and foundations
- Successfully negotiating the complexity
of blending families and wealth.
- WLG Support Groups are offered for:
- Inheritors
- Spouses Who’ve Married into Wealth
- Newfound Wealth
- Women and Money
- Blended Families and Money
Our success is measured by the positive impact we have on our client’s
lives.
We look forward to working with you.
