| The
Family Wealth Institute® is a think tank for
innovative financial and life strategies for high net worth families. We are privately-owned
and independent. Our sophisticated planning process helps families and individuals
clarify their vision, integrate their financial affairs and realize their goals.
When implemented, this process enables you to align your wealth with your purpose.
We succeed when the rewards of your life are as abundant as the strength of your
assets.
As the founders
of The Family Wealth Institute®,
we have more than 75 years of collective experience creating proprietary strategies
for wealthy families. As nationally recognized financial educators, speakers
and authors, we have an established reputation providing perspective, clarity
and vision to affluent families.
Working in
conjunction with our affiliate, Summit Financial Resources, we bring
together the expertise of more than 200 seasoned professionals and staff providing
strategies for:
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Estate
transfer |
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Retirement
planning |
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Income
tax reduction |
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Investment
management |
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Asset
protection |
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Risk
management |
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Philanthropy
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Legacy
planning |
The Institute
develops long-term relationships, which help our clients achieve balance, perspective
and purpose through well-implemented, comprehensive family wealth planning.
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