We believe money can provide joy and change the world, but only if you talk about it.
When not discussed and planned for, legacy planning stifles. Frustration and resentment can emerge between loved ones. Complacency can set in. To help with these discussions, we are a partner to guide you, so you can thoughtfully manage wealth and have more expansive wealth, Conscious Wealth.
All too often, wealth is defined very narrowly to mean how much money you have. We believe wealth can be so much more expansive than money. The four pillars of Conscious Wealth are Financial Wealth, Perspective, Connection and Health. And they work together to form your legacy.
Here is the good news — to design your legacy, you don’t have to start talking about money, trusts, insurance, and inheritances. We’ll help you go beyond the numbers to holistically address your legacy through various entry points into your family wealth.
By working with our facilitators and wealth advisors, families can go from being stuck in their financial planning, to thriving with a sense of togetherness. No matter what holds a family back from coming together, Conscious Wealth believes everyone desires the ability to do so.
When are we called in?
• Preparing a Business Exit: This life transition has many moving parts — both financial and relational. Our wealth managers and family facilitators work hand in hand to bring an exit to a successful and satisfying close.
• Dreaming and Designing a Family Legacy: After an exit(s), entrepreneurs and founders start thinking about their legacy and how they want their money and family to be in the world. We support next generation to develop financial discipline and acumen. The sale of a business becomes an opportunity to define and share the family’s legacy. Next generations can develop financial discipline and acumen. And everyone can unite over their shared values.
• Scaling a business: When scaling a business, our founder and entrepreneurial families are focused on growth. We partner with them to make sure none of the financial fundamentals are ignored and that they can grow their wealth – in all its forms – along the way.
What we do: Our coordinated team of wealth managers, facilitators and health care professionals gives families a partner to guide them as they:
• Reframe what wealth means to them
• Design their legacy
• Envision their life after an exit
• Heal money-related tension and dependency
• Engage in honest conversation around their legacies
• Align financial decisions with their values
• Embrace expansive thinking over fear-based planning
• Support an abundant health span
Every family is on a different path in their financial planning toward awakening their abundance and wellbeing. So your unique priorities, goals and values guide how we help you. While we are always disciplined in our process, we allow what you need at any point in your life to inform our support. We will curate our specific guidance and resources to help you foster Conscious Wealth across your life with the tools and perspectives to do so. Our goal is to help you embrace what brings you joy - so you share that abundance with your family and communities.
Refers to a broad and inclusive understanding of wealth that goes beyond financialabundance to include emotional, intellectual, spiritual, and relational richness.Expansive wealth emphasizes the value of diverse aspects of one’s life andcommunity, nurturing growth and abundance in all areas.
How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but in terms of opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impacts of one’s financial decisions.
Ensuring that wealth contributes to the complete physical, mental, emotional and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.
The quality and depth of relationships with others and the environment. It includes fostering strong, supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.
At Conscious Wealth, our coaching prioritizes the process above all else. It empowers us to establish a robust foundation and sustain our growth. While we tailor each engagement with families to their unique needs, we always adhere to our established process. The process allows multi-generational families to redefine generational wealth.
Every family has a unique history, and a compelling life story. Perhaps your entrepreneurial efforts sent you around the world. Or maybe your invention revolutionized an industry. Whatever the journey, your story is the genesis of your legacy - and is worth preserving.
As part of our legacy planning services, we help families elevate the stories of the lives so you safeguard this distinct identity of your estate. You are able to process histories, gain perspectives and share the experiences and values that define you.
Smith Family Investment Philosophy
Investment Strategy
The Smith Family Estate Plan
Philanthropy Plan
Values and Vision
Next Generation Education
Family Statement of Values
Business Succession Plan
Individual's Vision
The Smith Family Estate Plan
Investment Strategy
Philanthropy Plan
Values and Vision
Next Generation Education
Business Succession Plan
Family Statement of Values
Individual's Vision
Smith Family Investment Philosophy