Asset Wealth Management
Family Wealth Leadership, acting as the Family Enterprise Officer (FEO), will counsel the family on investments, including real estate, private equity, marketable securities, life insurance, private credit, mergers and acquisitions, and, if appropriate, buying and selling businesses, as a few examples. FWL collaborates with the family’s investment committee and relevant advisors to develop a formal investment program and strategies, and assists the family in implementing the program with support from professionals specializing in the desired investments and assisting with due diligence, as well as legal, tax, and accounting professionals.
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Investment Opportunity Development
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Diversification Plan Development
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Deal Structure for Purchases and Sales
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Investment Due Diligence and Selection of Multiple Types
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Liquidity and Cash Flow Needs and Timing
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Custodial Oversight
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Oversight of Third-Party Investment Managers
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Asset Class Consulting
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Allocation and Rebalancing Consulting
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Tracking and Reporting Performance, Cash Flow, and Tax Implications
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Selecting and Managing Real Estate Property Management Companies
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Analysis and Acquisition of Debt for Investments When Appropriate
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
