Work With Other Family Members

Individuals and families have legitimate concerns about how their children or spouses handle money, regardless of wealth.  It is important to instill family members with a healthy sense of purpose and financial responsibility.  Further, families with a shared asset, whether a weekend cabin or a family business, may want to develop ways to make collective decisions.

• Explain to offspring/spouse what they own and will receive.

• Explain trusts.

• Assist other family members with budgeting.

• Provide family wealth education to help understand the impact of money on one's life.

• Coordinate family decision making and meetings.

ONE-TIME PROJECTS

• Organize documents as part of settling an estate, divorce or litigation.

• Engage with you to facilitate projects that arise from time to time. We are enterprising and creative. We find solutions to situations that arise.