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ESTATE & LEGACY PLANNING

My Family My Wealth®

Help your family now and into the future with our Intergenerational Family Wealth Process

Discover an effective process for talking about and sharing your abundance.
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OUR APPROACH

Creative Solutions

Intergenerational wealth planning helps ensure that knowledge, tradition and values are passed down from one generation to the next.

Shared Values

Family bonds are strengthened across generations as they identify and articulate their shared values around money and their goals in life.

Better Communication

The “My Family My Wealth® ” Process helps families talk comfortably, share ideas, and develop healthy, productive ways to optimize their abundance.

Are you struggling with how to best communicate with and help your family in the most productive ways with your abundance?

  • Conversations about family wealth don’t come naturally or easily.
  • Patterns of avoidance and silence are deeply embedded and have been reinforced over many years or even generations.
  • That’s why we created the “My Family My Wealth®” process.

We know you want to help your family flourish, as a whole, and as individuals, now and into the future.

We understand what a difference it can make for you and your family to talk comfortably, share ideas, and jointly develop healthy, productive, and caring ways to optimize the benefits of your abundance. We have seen how doing this helps ensure that knowledge, tradition, and values are passed down from one generation to the next and how it can strengthen family ties.

That’s why we used our 25 years of experience to develop the “My Family My Wealth®” process to help families identify and articulate their shared values around money; identify and quantify Underutilized Wealth® or “abundance;” and develop tools for sharing abundance that help individual family members and the family as a unit to thrive and flourish.

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My Family My Wealth® helps you…

Bring the Family Together

Families need to come together and identify and articulate their shared values around money.

Identify Your Resources

Once the lines of communication are open, families can begin to identify and quantify underutilized wealth.®

Develop a New Process

Family ties are strengthened as they develop tools for sharing abundance as individuals and as a family unit.
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OUR PROCESS

Here’s how we do it

We don’t just help families with documents. We help them find ways to develop a new set of habits, routines, and rituals to support the development of shared values, better communication and shared action. This allows the individuals and their monetary wealth to flourish.
STEP 1:

Learn about Your Unique Family Dynamics

We take the time to learn about your family and what is important. Who is it that you want to communicate with and how can we help you in that process?
STEP 2:

Design a Process for Communication

This is the time to identify and articulate your shared values around money and your sphere of care overall. Who do you care about and how can you use your wealth at the highest and best use to properly care for them?
STEP 3:

Work with Your Family Every Step of The Way

The process is about unlocking your family’s human potential for individual growth, fulfillment, love, and actualization.
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CLIENT TESTIMONIAL

Academic Turned Entrepreneur

“Family Opportunity Trust had already assisted siblings and siblings’ spouses to restructure educational loans and buy residentially.

David was the family’s academic while researching for his doctoral thesis, David discovered a new innovative way of impending medical imaging. When he presented and defended his thesis, his professors convinced David that he needed to develop this technology and take it to the market.

David and his mentor formed a company, of course needing to raise capital. David’s father reminded David that his parents had created the Opportunity Trust for just this type of eventuality.

The Opportunity Trust made a modest, but important investment in David’s new company. After several years and much hard work, David’s company was bought by a medical products manufacturer for many times their investment. The Family Opportunity Trust experienced a 471% return on investment. Far more importantly, medical science has advanced, medical imaging has improved, people’s lives are saved, new jobs have been created, and David can continue his research and development endeavors.”

David

About Us

We understand that you want your wealth to help your family flourish, as a whole, and as individuals, now and into the future.

In order to do that, it’s important to discover an effective process for talking about and sharing your abundance.

The problem is that conversations about family wealth don’t come naturally and aren’t usually easy. Too often, patterns of avoidance and silence are deeply embedded and have been reinforced over many years or even generations. This can leave you feeling confused and anxious, and unsure of how to best communicate with and help your family in the most productive ways.

We believe you should have the opportunity to find creative ways to help your family flourish with your abundance. We understand what a difference it can make for you and your family to talk comfortably, share ideas, and jointly develop healthy, productive, and caring ways to optimize the benefits of your abundance. We have seen how doing this helps ensure that knowledge, tradition, and values are passed down from one generation to the next and how it can strengthen family ties.

That’s why we used our over 30 years of experience to develop the “My Family My Wealth®” process to help families identify and articulate their shared values around money; identify and quantify Underutilized Wealth® or “abundance;” and develop tools for sharing abundance that help individual family members and the family as a unit to thrive and flourish.

Rather than just helping families with documents, we help them find ways to develop a new set of habits, routines, and rituals to support the development of shared values, better communication, and shared action to allow the individuals and their monetary wealth to flourish. Imagine what could happen if this process became a part of your family’s identity, passed down, and improved by, generation after generation.

DOWNLOAD OUR FREE GUIDE:

“The Living Legacy: A Guide to Protecting Your Family’s True Wealth.”