When Total Family Wealth is not in balance, Navigating Abundance becomes a misdiagnosed condition.
Treating symptoms in one area at the neglect of others creates an imbalance of Total Family Wealth. Navigating Abundance prescribes a solution of three vital categories that make up your Total Family Wealth.
Your Financial Capital
Investment Portfolio
Real Estate Portfolio
Business Enterprises
Significant Life Insurance
Significant Collections
Your Functional Capital
Advisory Team
Financial Plans
Business Succession Plans
Wills and Trusts
“Family Office” Design
Your Family Capital
Family Relationships
Family Ethos
Family Wellness
Family Practice
Family Philanthropy
To successfully Navigate Abundance, a holistic approach is essential-
Each category of Total Family Wealth functions like a vital system in the body. Focusing on only two while neglecting the third creates an imbalance, much like treating symptoms without addressing underlying conditions. Optimal outcomes require all three working in concert.