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.
Our Calling: “Instruct those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God who richly provides us with everything for our enjoyment. Supervise, Train, and Prepare them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasures for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.” (1 Timothy 6:17-19 NIV)
Our Duty: Be shepherds of God’s flock that is in your care, serving as overseers–not because you must, but because you are willing, as God wants you to be. Not greedy for money, but eager to serve; not lording it over those entrusted to you but being examples to the flock. (1 Peter 5:2-3)
PROFILE
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.
CASE STUDY
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.
You Can Have It All
By Kip Kolson
You’ve seen and heard the stories of dissension, fighting, greed, and legal actions when an inheritance is up for grabs. You may be thinking, “That won’t happen in our family.” Think again! It has been statistically proven that 70% of wealth is lost each time it transitions to the next generation. Two primary factors are loss of trust and breakdown in communications. Working with families of all sizes and levels of wealth, but especially with high net worth families for almost 25 years, Kip Kolson has learned that the only way to overcome these challenges is through a holistic, integrated financial and personal coaching program that builds a cohesive team of all living generations. He wrote this book to help families: Develop a shared family vision, mission, and purpose- Build strong family ties, teamwork, and legacy- Grow and protect family wealth through multiple generations- Ensure future generations can realize their financial needs and dreams- Retain family control over family enterprises and wealth- Experience the joy of helping causes they care about
” Train up a child in the way he should go and when
he is old he will not turn from it.”
Contact us or click the link below 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
Creating Your Family's Better Future
Contact Family Wealth Leadership Today
Contact Us
Located in Irvine, CA
Family Wealth Leadership
Headquarters
2 Venture, Suite 460
Irvine, CA 92618
T: (949) 468-2000
F: (949) 468-2020
Office Hours:
Monday – Friday 8:00am – 5:00pm
