Wealth Coaching
Gain the clarity and confidence you need to protect your financial legacy and your loved ones.
A Healthy Financial Life Isn’t Just About Numbers
Families of affluence have different concerns, different risks and different options than many others. As a result, they also need advisors who are not only familiar with those requirements, but who are also equipped to work with them.
At Family Wealth Coach we empower high-net-worth individuals, family offices, and private businesses to build, protect and transition their wealth.
That’s just one aspect of our work. The reality of decision making is that it’s deeply personal, and our first step is to explore the motivations behind your goals.
We activate your values and vision so your strategy can focus on the people and future you value most.
Discovering Your WHY
Your hopes, dreams, and fears drive your actions, but not always with positive results. We take the time to understand what’s driving your actions and help you balance them with your vision and goals. When aligned, your passion should drive success in all areas of life, not unbalance them.
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Family Governance & Facilitation
Open communication is at the center of every effective team, especially your family business. Whether candor has faded, or animosity has entered the conversation, we’ll unlock the full value of your family business by being the neutral voice that helps redirect emotion into collaboration.
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Insurance Planning
A financial strategy isn’t complete without covering your risks, especially the ones you can’t afford to take. The right insurance in the right areas can help you and your family absorb a loss without giving up your future or dreams.
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Family Office Services
While some families have time to administer meetings, decisions and action items alongside everyday life, some of our clients appreciate the structure that our family office services creates . Whether you just need help instituting effective practices, or you need the freedom to focus elsewhere, our team can help.
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Succession & Estate Planning
We help you explore the lifestyle you want and develop plans for transitioning wealth, values and responsibility on to the next generation. Together we will define time frames for your goals, design custom financial strategies, and help make an impact.
Not Sure If You Need Help?
Bridge the Gap Between Where You Are Now and Where You Want to Be
Your dreams are our life’s work, and we’re dedicated to helping you discover your why. Whether you want to create an estate plan or distribute your capital, we can help you make sound decisions now and for the future with a customized long-term solution that removes all blindspots.
Take the Next Step
“Allison is our family’s most trusted advisor. We trust her to help us understand our planning opportunities and how they impact us at a family level. She also ensures that once we decide on a plan of action, it is implemented and followed through to completion.”
~ Founder, Media Group (Los Angeles)