Family Wealth & Legacy - Family Business Succession Planning

Running a successful business can be tough.  Raising and developing a strong family system is also not an easy task.  Serving those families that attempt to do both is why we exist.  Generational succession plans, family conflict, and the need for the business to grow are a just a few of the reasons why families rely on Family Wealth & Legacy, LLC. to help them tackle what sometimes feels next to impossible. 

At the end of the day we have found two guiding principles to be our cornerstone:

     1. Work to ensure that the family can always sit down at the Thanksgiving dinner table together.

     2. Work to ensure that all forms of the family's wealth are accounted for and constantly being reinvested.