Six Killers of Family Wealth

Why is it that less than 10% of families control about 80% of the world’s net worth?

Designed for Accumulators, this Video Series provides an overview of the six areas that knock people off of their path to family wealth – Negative cash flow, Bad investments, A vague life purpose, Bad advice, Taxes, Distraction and burnout.

Family Wealth Essentials

When we think of being rich, we usually think of money, but we all know there’s more to true wealth than money.

True family wealth calls for Love, Wisdom and Money.This video series explains to Harvesters the importance of focusing on these three key areas.

Four Steps to Family Wealth

Winston Churchill said, “The plan is nothing. The planning is everything.”Planning doesn’t have to be painful. It can be empowering.

This video series will resonate with Stewards, Survivors and others who want to control their financial destinies.

Focusing on the future, doing something to make life better for others, planning, can be exciting and fruitful at any age.

Five Stages of Family Wealth

Over more than 30 years in business in San Diego, we’ve identified five stages along the path to family wealth.

We’ve also learned that there are no shortcuts to true family wealth.

Watch this video series to determine where you are on your journey – Accumulator, Harvester, Steward, Survivor and Heir.

Each stage has opportunities and challenges. We can help with all of them.

22 Roles of the Family Office

Family offices have been used for centuries by the ultra-high net worth, but with today’s advances, more families are using the model to help them make better financial decisions.

A family office provides big picture context and oversight and with all of our advisors working together towards one common vision, things run smoother, it’s more fun, and we save time and money.

This video series is appropriate for anyone interested in learning more about leveraging the power of the Family Office.

Top 10 Reasons Family Wealth Fails

There’s an old Eagles song that goes…”So often times it happens that we live our lives in chains, and we never even know we have the keys.”

In thirty years of working directly with families as they strive to protect and grow family wealth, we have found ten reasons that consistently lead to failure. Each of these are formidable impediments, but by identifying these obstructions and addressing them with thought and planning, we can help you find the keys to unchain yourself and help you achieve your family wealth goals.


5 Levels of Financial Advice

There’s an old saying: the situation dictates the solution.

When it comes to financial matters, you usually begin in an unstructured, reactive way as a Do-it-Yourselfer, investing tactically, and trying to limit commissions and expenses.

As your life becomes more complex you turn to Financial Planners, Wealth Managers, and Private Bankers for more intricate tactics and ongoing strategies, paying fees as you go in turn for support.

When your situation evolves, wealth grows, and complexity increases… a family office on retainer makes more sense.  Knowing where you are and what’s available, brings you the context and clarity to lead your family to the next level with confidence.