FAMILY WEALTH CONSULTING

Just as important as making wise investment decisions is addressing the unique complexities that significant wealth can bring to an individual, a family, an enterprise, and a philanthropist. Our clients often ask:

What are effective strategies for conversations about wealth within our family?
How can the next generation prepare to not just steward family wealth, but thrive doing so?
How do other families like ours transition a family business or legacy to the next generation?
What is the best way to approach charitable giving or organized philanthropy?
How do we engage across generations around a set of shared values and a mission that aligns with our priorities?
How can we apply more structure and governance to our family wealth enterprise?

At Insights², we are passionate about helping our clients and their advisors address these and other aspects of managing the impact of family wealth, by developing and implementing short and long term action plans.

A blue and yellow staircase surrounded by trees.

Our Other Services

Our Signature Offering

Coaching for Professional Advisors

Institutional Program Design and Delivery

Family Talent and Leadership Coaching

Family History Consulting