At Epoch Family Wealth, we help build a dynamic plan for your wealth that has, at its foundation, the goals and objectives of your family. These include:
- Coordinating advice and advisors to support your wealth plan.
- Creating a Family Mission Statement.
- Creating a Family Vision Statement.
- Creating a Family Philosophy.
- Identifying and articulating all forms of capital and the values around each with a plan in place to communicate and educate your future family members.
- Putting structures in place to work as a family to set and achieve goals and combat the cycle of wealth entropy.
- Planning and supporting structures to value and empower (not entitle) every member of your family.
How Our Process Works:
It all starts with a conversation. We meet to discuss and define the following:
- An assessment of your current state and understanding of where you are, how you got there and where you want to go with your planning.
- Establish goals and objectives, prioritize and lay out a timeline.
- Populate your financial balance sheet and identify forms of capital that exist inside your family.
- Aggregate, and review business and estate documents, assets and taxes; looking to identify issues, exposures and opportunities.
- Implement solutions with an eye on implications.
- Ongoing active involvement in decision making and assuring that planning stays coordinated and consistent with your objectives as they evolve.