Advancing the pursuit of Total Family Wealth

Navigating Abundance is all about encouraging affluent families to both Recognize and Realize their Total Family Wealth Potential.

We are on a mission to be a source of Information and Inspiration for you as you pursue your best version of your own Total Family Wealth story.

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Wealth creates significant opportunities—but it can also create significant problems. This “blessing or curse” irony is all too common of families with means. How does one go about the work of maximizing opportunities while minimizing or solving problems?

It starts with understanding and appreciating what Total Family Wealth really encompasses. True stewardship begins by recognizing all the forms of capital your family holds.

You might be wealthier than you realize.

“Mo Money –
Mo Problems.”

-The Late Notorious B.I.G.

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Diagnosing the Problem

Let’s check your vitals to see if you have unbalanced Total Family Wealth.

What does being “wealthy” mean to me—and do my family and I share the same understanding of its purpose?

How much should my family inherit—and am I preparing them to handle it wisely?

How should I support my family financially now—fairly, wisely, and in a way we all agree on?

How does my family make decisions together—and am I fostering shared leadership and open dialogue for the future?

Am I using my time, energy, and resources to intentionally build my Legacy Wealth and pass on what matters most?

Have I embraced the messy realities of family, and how can I help guide healing and growth?

Do I have the right team, and the right structure, in place to wisely support my Total Family Wealth and future?

Am I feeling overwhelmed by Navigating Abundance—and is there too much information keeping me from pursuing Total Family Wealth?

Learn about our wholistic approach for Total Family Wealth.

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Latest Content

  • Estate Planning: Making Beneficiaries Simple
  • Navigating Abundance: Sowing Seeds, Reaping Legacy with Fred Oaks
  • Merry Xmas? The Reason for the Season

Discuss the possibilities

Whether you are interested in exploring how Navigating Abundance can assist you, or have suggestions for our website or podcast, please reach out below.

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