Your family’s goals are the foundation of our wealth planning.

What We Do

At Epoch Family Wealth, we go beyond traditional financial planning to support the full picture of your family’s wealth. Our approach brings clarity, intention, and collaboration to the planning process—ensuring your values, goals, and legacy are preserved across generations.

Coordinating advice and advisors to support your wealth plan.
Creating a family mission, vision, and philosophy statement.
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.

Our Process

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.

Aggregate, and review business and estate documents, assets and taxes; looking to identify issues, exposures and opportunities.

Establish goals and objectives, prioritize and lay out a timeline.

Implement thoughtful solutions with a clear understanding of their long-term implications for your family and future wealth.

Populate your financial balance sheet and identify forms of capital that exist inside your family.

Ongoing active involvement in decision making and assuring that planning stays coordinated and consistent with your objectives as they evolve.

“It should be our hope that the care and thoughtfulness we bring to our decision-making today will be remembered and honored by our descendants seven generations from now.”

–Iroquois Elders