Our Story
For the better part of three decades, we have had the great privilege of educating and coaching self-made families of significant wealth. We have seen the bumps, bruises and late-night fears, some of which came true, and others averted.
In this work, we observe a prevailing truth. Families want to be connected and in harmony. Advisors, coaches and counselors long to support the families’ journeys. Between and among the two schools of thought lies myriad gaps and blind spots.
Many are unaware that an entire industry exists to support thriving multigenerational wealth. There are proven methodologies to helpÂ
families identify vision and purpose and prepare heirs for their unique futures. Traditional financial planning and estate planning are simply the beginning of the journey. Documents, death and distributions are a catalyst to wealth transition – barely scratching the surface of successful multigenerational impact.Â
If a family intends to leave significant assets to heirs, together we must pose the tough questions about how it will impact the heirs’ well-being. Are they prepared for the technical complexity and wise stewardship? Do they know their life path and the family’s common purpose? If not, how can we prepare them for a thriving future of life with wealth?
The Family Prosperity Alliance brings families and professionals together in the safety of a co-learning environment. The wisdom already exists. It’s time to design an integrated success model.Â
What We Believe
"We believe that strong families are the cornerstone of a
strong society."
"We believe that family is how you learn, grow and become a part of something bigger than yourself."
"We believe that heirs can be thriving stewards of self and wealth if given the tools and training to learn their path."
The Family Prosperity Alliance offers a co-learning environment and a vast array of trusted resources to transform these beliefs into reality.
