Family Coaching, Education, & Governance
It has been documented historically that 70% of family wealth is lost each time it passes to the next generation, and is completely gone when the 3rd generation dies. The odds that your family is in that 70% are very high. The primary reasons are a lack of training, education, and experience, coupled with breakdowns in trust and communication within the family. A family cannot solve these problems on their own. A family coach, competent in working concurrently with family issues around money and relationships, can help a family navigate the minefields that lie in front of them as they pursue a significant future and legacy.
Family Continuity/Family Coaching and Education (1)(2)
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Family Office formation, investments, and operations
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Family Foundation formation, investments, and operations
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Family Governance
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Family Education Plan
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Family Meeting Coordination and Facilitation
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Family News Communication Plan
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Leadership Training
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Career Planning
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Coaching and Mentoring
Contact us or click on the book cover to obtain a copy of Kip’s new book, You Can Have It All; Wealth, Wisdom, and Purpose–Strategies for Creating a Lasting Legacy and Strong Family
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
