The Next in Line
Meet Thomas and Olivia.
They're in their early 40s and have three young children.
They have new leadership in the family’s manufacturing business + an inherited trust assets and business equity.
Their net worth is ~$7M.
The Situation
Thomas had recently stepped into his father's role at the helm of the family business.
The financial infrastructure—advisors, plans, and processes—had been built for a previous era, and it showed.
Estate conversations were stiff.
Investment decisions felt disconnected.
And the dynamic with their existing team no longer reflected who they were—or who they were becoming.
What We Did
We began with a full review of their financial structure—clarifying what was inherited, what had become outdated, and what needed to align with their current goals and leadership role.
We developed a new strategy across key areas:
Liquidity planning to support their business responsibilities
Education funding for their children
Updated estate coordination to reflect their priorities
We also provided perspective on family business decisions and helped lay the groundwork for future conversations with their children about responsibility and ownership.
Where They Are Now
Their financial structure now reflects their current life—not just their inheritance.
They’ve established decision-making confidence, restructured their planning team, and begun engaging their children with age-appropriate conversations about values and responsibility.
They’re no longer reacting to someone else’s legacy.
They’re leading their own.
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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