Two people fall in love. A family is born.
Romantic love is the foundation. Your family wealth grows from that love, your collective wisdom, and the money you earn together.
“The way you spend your time and money is a reflection of what you value most.”
– Buddy Thomas, Chief Planning Officer at Superior Planning
As a family fiduciary (see below), you lead the way with your values, vision, and goals, guiding your loved ones to new levels of emotional, intellectual, and economic growth.
Are You a Family Fiduciary?
Protecting and growing family wealth is as much about helping family members develop individually and as a unit as it is about building the family financial enterprise.
If you answer “yes” to any of these questions, you are a family fiduciary.
As your wealth increases into the millions, your family’s needs and dynamics become continuously more complex.
Each day, more and more family fiduciaries are turning to a family office to assist them with these challenges; make better decisions, save time and money, take advantage of the latest technologies and resources…and enjoy the process of grooming those who will follow, and watching them flourish.
To learn more about what a family office does click here.