Our desire is to help. We are happy to share our unique background and experience through consultative support to those who need assistance with:
- Wealth in Family
- Serving as Trustee or Estate Fiduciary
- Resolving Trustee Issues
Wealth in family . . . a complex equation
Sadly, we all know of those instances where a parent or grandparent has left an inheritance which subsequently deadens the talents and energies of their loved one, and tempts them to lead a less worthy life than the parent or grandparent envisioned or intended.
Or, the trust beneficiary who suffers from “affluenza”, manifesting itself thru a false sense of entitlement and the lack of purposeful pursuits needed to cultivate self-esteem, self-worth, motivation, self-confidence, and/or personal identity.