Wealth Transfer & Estate Planning
Don’t go directly to the attorney for estate planning before talking to us first. They are a valued and necessary advisor; however, they draft documents; they don’t do planning the way we do it. Good estate planning and wealth transfer include all family members, family meetings, and lots of discussion and analysis to ensure the wealth transfer strengthens the family rather than destroying it. You may think your family is immune, but the odds are against you. Statistically, 70% of wealth is lost when it transfers from generation to generation and is completely gone by the end of the third generation. We can keep that from happening through our family and business succession planning process.
Wealth Transfer and Estate Planning
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Development of Personal and Family Objectives
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Create a Written Family Significance Statement
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Multi-Generational Snapshot of Existing Strategies
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Legal and Tax Strategy Analysis and Recommendations
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Coordinate Creation and Maintenance of Legal Documents
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Financial Modeling of Alternative Strategies
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Detailed Reports and Recommendations for Consideration
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Detailed Action Plan to Implement Selected Strategies and Changes
Contact us or click on the book cover to order 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
