More than money


We have designed an introductory program to help both you and your children (or perhaps even grandchildren) understand the vision for how to spark meaningful communication about legacy, shared purpose and wealth.

In just four 45-minutes Zoom sessions, with all age appropriate family members, a clear path to mitigating risks, improving family dynamics and preparing the next generation will be presented.

  • Meeting #1: Identifying the Obstacles. Overview of the relevant data and research highlighting the six major reasons why wealth transfers fail within families, and the associated long-term negative ramifications.
  • Meeting #2: Personal Wealth. Communication and Core Values.
  • Meeting #3: Social Wealth. Family Legacy, Philanthropy and Gratitude.
  • Meeting #4: Financial Wealth. Governance, and Financial Literacy, with the conclusion being the completion of your own Family Wealth Transfer Preparedness Assessment.

Vision360 is a one-time fee of $6,000 and includes all your family members. We believe the cost/benefit analysis make this a low barrier to entry into the most important part of your planning process – your family’s successful multi‑generational wealth transfer.

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