Family Wealth Counselors address the social, spiritual and emotional aspects your lifestyle before addressing the financial aspect. This has to do with helping our clients define what “wealth” means to them, what it means to their families, and how it can be used to either build family values or, in some cases, how it can destroy them.

When we ask people what it is they wish for their children and grandchildren, rarely do they say, “To make them rich.” More commonly their response is, “That they be happy, well adjusted and fulfilled, upstanding members of society.” If this is true, then the real question is, “How do we use our wealth to achieve that end? Is the answer only to get them as much money as possible, or could it be to get them an adequate amount of capital to have a safety net, but more importantly to put them in charge of distributing the family’s social capital into the community?” Is it possible to direct money for philanthropic causes to help make the world a better place and not have the very act change the person doing the directing? It is the skillful blending of financial, social , and spiritual /emotional aspects of Family Wealth Planning that we believe makes Family Wealth Counseling a unique planning process.