The Quiet Builders
Meet Mike & Sarah.
They recently sold their family business, have two adult children, and several grandchildren.
They also have a primary residence + vacation property.
Their net worth is ~$25M.
The Situation
Mike and Sarah had a solid team in place—attorney, CPA, portfolio manager.
But no one was leading. No one was connecting the dots.
Their planning felt fragmented, and rising complexity—especially around inheritance and family dynamics—was beginning to feel unsustainable.
What We Did
We conducted a full strategy review and streamlined their investment structure for greater clarity and efficiency.
Working closely with their estate attorney, we updated and modernized their plan to reflect their current goals and family realities.
We also introduced a cadence for family communication—early-stage meetings designed to engage their adult children without triggering entitlement or confusion.
Where They Are Now
Their plan is coordinated, intentional, and aligned with their values.
They feel confident not just in the structure, but in their role as leaders of a legacy that now has direction—and continuity.
If you’re looking for thoughtful strategy, real outcomes, and a partnership built to last, let’s begin the conversation.
No pitch. Just a candid discussion to explore what’s on your mind & whether we’re a fit. We'll gather the full picture—documents, dynamics, and the outcomes that matter most. Then you’ll receive a clear, tailored strategy that aligns investments, estate, and long-term intent.
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