Family Wealth Consultants

Strategies To Preserve The Family Wealth

Our clients are not only families with operating businesses, but also include families with a portfolio of assets and who have family offices or foundations. Our emphasis in these cases are issues concerning inter-generational management of wealth and effective relationships within their family. We strive to ensure the wealth creates joy not grief.

Aspen has a role as family wealth consultants. We are neither lawyers nor financial advisors. We would never tell you what to do; we will tell you what to think about. We will help ensure that your legal and tax professionals clearly hear your hopes for the future of your business and for each family stakeholder in your business.

We are neither lawyers nor financial advisors. We would never tell you what to do; we will tell you what to think about.

 

Most families have tender issues in addition to their broader business goals. It could be that a family stakeholder has special needs or is dealing with outside personal or legal issues. These things happen. They are often highly emotional, and various stakeholders may hold strong and varied positions about how things should be handled. Aspen Partners and Associates have experience in helping family businesses envision competent and caring wealth management (and business) pathways through these waters. In turn, having clarity among the family makes directing your legal and tax professionals’ work much more effective and efficient.

And, not to be forgotten, there is also joy in family wealth planning. Aspen’s consulting includes your family’s community and charity work as well as your family’s capacity to enjoy favorite activities. All of these sustain the culture of your family and the family business.

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