CONSCIOUS
WEALTH®
FAMILY OFFICE SERVICES
"I believe money can provide joy and change the world, but only if you talk about it."
- Brandon Hatton, Chief Investment Officer, President
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 design your legacy. From there, you can embrace a more expansive and 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:1. Financial Wealth, 2. Perspective, 3. Connection and 4. Health. And they work together to form your legacy. Once families can have honest discussions and move beyond the confines of traditional wealth management, abundance thrives.
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 stuck in their financial planning to thriving. And no matter what holds a family back from coming together, we at Conscious Wealth believe everyone thrives when they can access to these conversations.
Expansive Wealth
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.
- lONG-TERM MINDSEt
- EMBRACE ABUNDANe
- pRACTICE GRATITUDe
Perspective
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.
- iNDIVIDUAL RESPONSIBILITy
- fAMILY PERSPECTIVe
- faith
Holistic Health
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.
- mental
- physical
- iNTEGRATIVE MEDICINe
Connection
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.
- aDVENTURE TOGETHEr
- PHILANTHROPY/VOLUNTEer
- cONSCIOUS BUSINEss
Financial Wealth
Financial wealth is a critical foundation for your lifestyle and the other three wealth pillars. As a result, we take the responsibility of financial wealth seriously. This element supports a positive health span and a life of purpose and impact. So, this relationship between financial longevity and wellbeing is very tangible — it’s expressed in the ways you pay for food and services, and support an elevated lifestyle. Our Conscious Wealth Mangers help you identify your goals and inform your investment strategy and estate planning needs.
- long-term Investing'
- Legacy Planning
- Cash Flow
Health
Without your health, the other pillars of Conscious Wealth lose their shimmer. Although hidden from the surface, your mental clarity, emotional balance and underlying sense of wellbeing is the engine to achieving Conscious Wealth. This wealth conviction includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life. Our Conscious Wealth Managers coordinate your health goals with the concierge medical team of physicians, nutritionists and wellness specialists.
- Movement and art
- Health Span
- Mental, Emotional and Physical
Perspective
How you view your place in the world is a form of wealth and source of strength. In many ways, you had this wealth perspective before you had financial wealth — and it endures even after you and your money are gone. Not only does it guide your actions, but lives within you and the people you have impacted throughout your life. As part of your legacy, you must design, cultivate and care for your wealth perspective as much as your other pillars of wealth. We help you address your mindset around personal growth, social connections, and environmental sustainability. The goal is to become aware of your own biases and the broader impact of your financial decisions.
- Growth Mindset
- Integrity
- Higher Purpose
Connection
The highest form of legacy building is a selfless act where you can humbly transform your wealth into the betterment of others. If you wonder, “What is the point of it all?,” you merely need to look around. The quality and depth of your relationships with others and the environment is an integral part of Conscious Wealth. You foster strong, supportive, and reciprocal relationships that positively impact others and create unity. By doing so, you align your actions with your values. We have found that our clients prioritize serving their family and community through various means, including business, philanthropy, and how they live. Our Conscious Wealth Managers are on the lookout for ways to help you maximize your impact.
- Business
- Philanthropy / Service
- Community and Family
When are we called in?
- Scaling a business: When scaling a business, our founder and entrepreneurial families are focusing on growth. We partner with them to help make sure they don’t ignore the fundamentals and can grow their wealth — in all its forms — along the way.
- 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.
- Designing a Legacy: After an exit(s), entrepreneurs and founders start dreaming about their legacy and how they want their money and family to be in the world. 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.
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
Curated Support
Unlike traditional wealth services, we don’t have a preset system or plan thatwe wedge your family in! Every family is on a different path in their financial planning toward awakening their abundance and wellbeing. So, your unique personalities, priorities, goals, and values guide how we help you.
While we’re always disciplined in our process, we allow what you need at anypoint in your life to inform our support. We’ll 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.
The Process
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.
Your Journey, Your Legacy
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.
Hover to Align
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
