We unite family and money in a common purpose. We reinforce and then build on it with our unique coaching program. Over time, new family leaders will emerge and the future will be well planned and on track. Your family will be strong and united, becoming a highly functioning team. Financial wealth will be used to build family traditions, and for ongoing Heritage Days with meetings and group exercises that reinforce your family values.
Find out more by going to The Family Wealth & Unity Plan page.