Mission: We will guide every family member client, willing to commit to the plan and the process, along the best path that will lead them individually, and as a family team, from uncertainty to a legacy of significance, as defined by the family. We will coach them on how to live a more purposeful, fulfilling and joyful life by successfully managing their time, talents, training and treasures to benefit God, others, and themselves.
Value: Everyone wants to be significant, but significance can only be attained by fulfilling the purpose for which you were created. A fulfilled life is a life with, and on, purpose.
Vision: Our vision is that every client family, and family member, through fulfilling their individual and joint purposes, will achieve significance by being a cohesive force that makes the world a better place for others and themselves.
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
”I absolutely adored this book. I've read many books on family business since I'm a deep believer in "One good idea can change your life." This book has good ideas in great, free-flowing abundance! It takes just about every problem that can keep a family business family from being high-functioning and then suggests ways of either forestalling or dealing with the problem.
What I found particularly interesting is that many of the stories Kolson uses to illustrate his points show that the problems we deal with go back to Biblical times. The "Holy Coach," that's part of the underlying theme, is Kolson's vehicle for quoting stories from the Bible that are parallels with what happens to families today, starting with the destructive rivalry of the brothers Cain and Abel.
The "Coach's" stories were so instructive and so appropriate that in the course of studying Kolson's book, I also spent several hours on a Biblical adventure, reading "the rest of the story" in the Bible itself. That is, the "Holy Coach" would tell a Biblical story such as the story of King David and his son, Absalom (ingratitude, greed, betrayal, violence, heartbreak) and the "Holy Coach" would leave me hungering to read still more about these ancient family crises, and that's what led me to studying the Bible to learn more.
This book is not only useful, it contains a breath-taking amount of wisdom. What a gift Kolson has given us!Mitzi Perdue(Mrs. Frank Perdue of the Perdue Farms family and daughter of Sheraton Hotels co-founder the Ernest Henderson family) Speaker, Businesswoman, Philanthropist, Author: HOW TO MAKE YOUR FAMILY BUSINESS LAST
Integrated Financial Planning & Strategies
Short of inheriting it or winning the lottery, the only way to accumulate wealth is to diligently manage your cash flow so you have excess funds to save every month. Spend less than you make, and save…
INVESTMENT & WEALTH MANAGEMENT
Family Wealth Leadership offers three investment programs to meet our clients needs. Those who prefer to have little or no help from us or those who want full-service, tactical investment management…
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. Good estate planning and…
FAMILY COACHING &
It has been documented historically that 70% of family wealth is lost each time it passes to the next generation, and completely gone when the 3rd generation dies. The odds that your family is in that 70% are very…
ASSET PROTECTION, LIABILITY MANAGEMENT, & INSURANCE
Debt is not bad, but it is dangerous. Think of it like a knife. If used properly, it has many positive uses. Used carelessly, and it can cause severe and long-lasting damage. Asset protection is the common denominator between…
BUSINESS PROGRESSION, NOT SUCCESSION PLANNING
Families that own private businesses have unique opportunities and challenges. Deciding what to do with a privately owned business, how and when to do it, and why is one of the most difficult and complex…
FAMILY LEGACY & PHILANTHROPY PLANNING
If you want exceptional children, teach and model charity and compassion to them. The world and society encourages materialism and self-centeredness. Those children become unhappy, unsatisfied adults that, in many cases…
Keeping good records is imperative to becoming successful and significant. If you don’t know where you are, you also don’t know where you will wind up. Businesses diligently maintain balance sheets and profit and loss records…
Client is a business owner, married, with three adult children all married. A son-in-law and two birth children also work in the business. The third child has a different career.
When you first helped us develop our family wealth statement clarifying and defining our financial objectives, but more importantly, the values and principles we wanted to pass to our children and grandchildren, I didn’t quite understand the impact this could have on our family. You are guiding us in transferring the stewardship of our time, talent, and training to our children so that they will be responsible individuals capable of effectively managing the treasures they will inherit. We have come to realize that this is the only way we can leave a legacy that will have significant long-term consequences for future generations, as well as our community.
We now understand, while seeming complex when first laid out, how the structure you helped us create utilizing the family holding company and the family foundation, will have far reaching benefits for our children and grandchildren. Future generations will be able to pursue their personal and career goals and be socially responsible. We understand that this process never ends and our entire family looks forward to our future.