Integrated Wealth Planning & Strategies
Integrated: “To make into a whole by bringing all parts together, to unify.” Your most valuable asset is your family. We will help you integrate your values and your valuables in ways that can unify your family to build and preserve your wealth for multiple generations.
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Balance Sheet Analysis
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Cash Flow Planning and Maximization
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Integrated Tax and Income Plan Design
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Retirement Planning
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Education Planning
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Special Saving Goals Planning
(i.e. Weddings, Vacations, 2nd Homes, etc.)
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Asset and Family Protection
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Analysis of Professional Advisors and Fees
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Tax and Income Plan Implementation
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Bank Financing Analysis and Negotiations
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Coordination of Team Advisors
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Analysis and Integration of Private Investments into Investment Strategies
Contact us or click on the link below to order 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 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
