Concierge Services
The picture and list of enhancements draws your attention to the finer things in life, the enjoyable activities, and that is great; but more importunately, the lifestyle enhancements we favor are those that strengthen and bond a family. Engaging in family coaching can help your family formally and purposefully identify opportunities for including all family members.
For families where it makes sense,we encourage them to create and operate a family foundation and family holding company. There are significant financial benefits, but there can be even greater family benefits from having regular meetings where the entire family works together to implement a family mission statement that achieves significance for the family and every member of the family. It becomes a team where everyone is working in the best interest of the individual and the family unit.
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Personal Bill Paying (2)
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Domestic Help and Payroll (2)
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Tax Compliance (1)(2)
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Property Management (2)
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Cash Flow Management and Forecasting (1)
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Private Travel Management (2)
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Aircraft / Watercraft Management (2)
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Concierge Services (1)(2)
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 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
