Δ Family Governance
Δ Health and Well Being
Δ Asset Preservation
Once available only to the super-rich, the Family Office Program™, including a Family Legacy Plan™, brings affordable organization and centralized administration to family wealth oversight.
Sustaining family wealth in a congenial, healthy manner is a challenging mission. As is family wealth transfer. The complex issues facing the affluence family today call for an orderly management of the issues and the experts who serve the family.
The program includes regularly scheduled meetings with customized agendas that focus on addressing the matters at hand. Doing so keeps a family on track, and on top of whatever is necessary for them to realize their vision of the future.
Superior Planning Plans and Programs provide unbiased advice and implementation services for a mutually agreed upon fixed-price. Unlike most financial advisors, there is never an obligation to buy or invest in any other financial products or services. For more information, or to discuss how one of our Plans or Programs may work for you, please Contact Us directly.