The greatest transfer of wealth in history is about to occur to generations that have not acquired the values, principles, skills, and experience necessary to be good stewards because they have not been involved in managing nor included in decisions how to use that wealth. Historically this does great harm to wealth and families.

Family Wealth Leadership helps families develop generational family leaders that can wisely and effectively steward the family’s True Wealth through multiple generations to achieve a meaningful and common purpose, a strong family, and a legacy of significance

Family Wealth Leadership’s primary mission is to help families unite around common and shared values and purpose, to educate and train all family members on good business and financial stewardship, and how to work as a team to achieve the family’s purpose. This is accomplished by helping a family create and operate a Family Office, so all family members can participate and acquire the necessary skills and experience to manage their wealth and relationships for multiple generations.

Click on the “Yes” button to learn more about how we can help your family. Click on the Investment Services button to learn about our investment management services.
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Investment Services
Family Wealth Leadership (“FWL”) is a registered investment adviser in the State of California. FLW may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. FLW’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of FLW’s web site on the Internet should not be construed by any consumer and/or prospective client as FLW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by FLW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of FLW, please contact the state securities regulators for those states in which FLW maintains a registration filing. A copy of FLW’s current written disclosure statement discussing FLW’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from FLW upon written request. FLW does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FLW’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.