Your Family Wealth, Inc.
SUCCESSFUL BUSINESSES OPERATE USING SOUND BUSINESS PRACTICES. WHY SHOULD YOUR FAMILY BE ANY DIFFERENT?
MEET THE GOODWELLS
The Goodwells built a successful business and have accumulated significant personal wealth, but believed they didn’t have time to manage both effectively.
- As their business has grown, so has their personal wealth.
- They left their personal wealth to be managed by a handful of outside providers, leaving them feeling disconnected.
- They didn’t know how they were invested, or why, and their estate plans were misplaced.
- Their providers didn’t communicate with one another, leaving the Goodwells wondering “Who is in control?”
The Goodwells began to manage their wealth in the same way they manage their business. They created a Wealth Enterprise, and as a result -
- The Goodwells have a clear purpose for their wealth and manage it with a long-term strategy
- Their strategy takes into account investments, taxes, estate plans, income and lifestyle, as well as children and grandchildren.
- Financial reports allow the Goodwells to measure progress and evaluate each provider’s effectiveness
- The Goodwells feel confident and in control
