The greatest transfer of wealth in history is about to occur to generations that have not acquired the values, principles, skills, and experience necessary to be good stewards because they have not been involved in managing nor included in decisions how to use that wealth. Historically this does great harm to wealth and families.
Family Wealth Leadership helps families develop generational family leaders that can wisely and effectively steward the family’s True Wealth through multiple generations to achieve a meaningful and common purpose, a strong family, and a legacy of significance
Family Wealth Leadership is an MFO (Multi-Family Office) whose primary mission is to help families unite around common and shared values and purpose, to educate and train all family members on good business and financial stewardship, and to work as a team to achieve the family’s purpose. This is accomplished by helping a family create and operate a Family Office and Philanthropic Program, so all family members can participate and acquire the necessary skills and experience to manage their wealth, relationships, and philanthropy for multiple generations.