Do you know what you value as well
as you know the value of what you own?

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Hold it together
with the strongest mortar.

We operate in the oft-neglected “in between” spaces that can help hold a family’s fortune — or its business — together (or drive it apart).  These include the alignment of the family’s financial, human and social capital, as well as the three systems of any family business: the business system, the family system and the ownership system.

Our work creates tighter bonds between family members, greater shared purpose, broader vision and more enduring sustainability for the family as an entity, for its business and for its wealth. Sage360 Advisors families are committed to the work that can bring them the highly elusive status of “50 year families” or “100 year families.” 

We work rapidly to uncover the human concerns and issues that are at the basis of family interactions.  Working with us, family members develop a greater understanding of the skills, passions and viewpoints that each brings to the table.  Then they create a powerful strategic plan for bringing those resources together to grow the family fortune — or make the family business more profitable.  More importantly, we provide custom blueprints to help the family stay on that path of fusion and growth for generations to come.

Find out more about our family wealth sustainability practice or our family business consulting practice.
Trusted advisors may find this information useful.

 

 

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You can lose control through foolish expenditures; bad investments; mismanagement; inattention; incompetence and family feuding.

Williams