” Train up a child in the way he should go and when
he is old he will not turn from it.”

Contact us to learn how you can obtain a copy of Kip’s book, You Can Have it All; Wealth, Wisdom, and Purpose–Strategies for Creating a Lasting Legacy and Strong Family

Mission: We will guide every family member client, willing to commit to the plan and the process, along the best path that will lead them individually, and as a family team, from uncertainty to a legacy of significance, as defined by the family.  We will coach them on how to live a more purposeful, fulfilling and joyful life by successfully managing their time, talents, training and treasures to benefit God, others, and themselves.

Value: Everyone wants to be significant, but significance can only be attained by fulfilling the purpose for which you were created. A fulfilled life is a life with, and on, purpose.

Vision: Our vision is that every client family, and family member, through fulfilling their individual and joint purposes, will achieve significance by being a cohesive force that makes the world a better place for others and themselves.

Integrated Financial Planning & Strategies

Short of inheriting it or winning the lottery, the only way to accumulate wealth is to diligently manage your cash flow so you have excess funds to save every month. Spend less than you make, and save…


Family Wealth Leadership offers three investment programs to meet our clients needs. Those who prefer to have little or no help from us or those who want full-service, tactical investment management…



Don’t go directly to the attorney for estate planning before talking to us first. They are a valued and necessary advisor; however, they draft documents; they don’t do planning. Good estate planning and…


It has been documented historically that 70% of family wealth is lost each time it passes to the next generation, and completely gone when the 3rd generation dies. The odds that your family is in that 70% are very…


Debt is not bad, but it is dangerous. Think of it like a knife. If used properly, it has many positive uses. Used carelessly, and it can cause severe and long-lasting damage. Asset protection is the common denominator between…


Families that own private businesses have unique opportunities and challenges. Deciding what to do with a privately owned business, how and when to do it, and why is one of the most difficult and complex…


If you want exceptional children, teach and model charity and compassion to them. The world and society encourages materialism and self-centeredness. Those children become unhappy, unsatisfied adults that, in many cases…


Keeping good records is imperative to becoming successful and significant. If you don’t know where you are, you also don’t know where you will wind up. Businesses diligently maintain balance sheets and profit and loss records…


Client is a business owner, married, with three adult children all married. A son-in-law and two birth children also work in the business. The third child has a different career.


When you first helped us develop our family wealth statement clarifying and defining our financial objectives, but more importantly, the values and principles we wanted to pass to our children and grandchildren, I didn’t quite understand the impact this could have on our family. You are guiding us in transferring the stewardship of our time, talent, and training to our children so that they will be responsible individuals capable of effectively managing the treasures they will inherit. We have come to realize that this is the only way we can leave a legacy that will have significant long-term consequences for future generations, as well as our community.

We now understand, while seeming complex when first laid out, how the structure you helped us create utilizing the family holding company and the family foundation, will have far reaching benefits for our children and grandchildren. Future generations will be able to pursue their personal and career goals and be socially responsible. We understand that this process never ends and our entire family looks forward to our future.