FAMILY WEALTH BUILDER IS OUR TOP LINE SERVICE PACKAGE WHICH AIMS TO INCREASE YOUR WEALTH TO ENJOY NOW AND INTO THE FUTURE.
Here you can expect all the inclusions of our other packages plus as structured program to protect and grow your wealth over time so you can look forward to a better financial future.
WHAT YOU GET
- Know your end goals and the plan that will get you there
- Know your business and lifestyle cash flow needs now and into the future
- Grow your retirement savings
- Financial security with succession options for you and the family
HOW IT WORKS
- First we understand your financial position and where your business and assets are held.
- Review your current situation including how you are structured for asset protection, taxation flexibility and your overall debt and equity position.
- We provide education and recommendations to improve your situation and make your assets are safeguarded and income streams are flowing into the right places.
- Monitor all of the above on a regular basis to address any problems or issues when they arise.
WHAT WE PUT TOGETHER FOR YOU:
- Asset protection and business structure overviews
- Debt structuring advice
- Lifestyle cash flow plan for you and the family and regular reports on your progress
- Tax planning strategies to help with some year-end cash savings
- Family wealth building strategies with tailored investments that suit your comfort levels.
- Quarterly meetings with set agendas and action plans to implement wealth creation strategies