What will your family — or your family
business — look like 100 years from today?

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Moving Beyond Transaction

“Susan” wanted advice about whether to pay cash for a new condo or take out a mortgage. Her husband had recently died, leaving apparently substantial assets scattered in over 100 separate accounts. She had no idea how much money there actually was.

As the estate was wending through the 18 months it took to resolve it, an aunt died, leaving half a million dollars to each of her young adult children.

The mortgage question was the least of Susan’s worries. Here she was, in her mid forties, suddenly responsible for a fair amount of wealth (the estate settled at about $4 million) — and unexpectedly called upon to guide her children in the responsibilities of money. Susan had many questions — and needed a great deal of guidance.

Sage360 Advisors helped Susan identify and capture her goals and values through the use of questionnaires, assessments and conversation.

Additionally, we helped her put in place a plan to manage her financial wealth to meet her income goals, protect the children’s wealth through the use of trusts and begin a program of charitable giving that also involves her children.

 

 

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It takes hours to assemble a plan; it takes a lifetime to build the values that support it.