Cindy has a passion for building resilient financially secure families.
When we strengthen the family, which is the smallest economic unit of society, we create better communities. And when we create better communities, we can change the world.
I found out the hard way . . .
When my parents passed away 8 months apart, I discovered how unprepared I was for the roles they had assigned to me. I didn’t know it would take years to settle their estate. I had no idea that I would need to raise $1.8 million in less than 9 months to pay their tax bill. Tragically, some branches of our family tree have been separated forever.
It breaks my heart to see families fight over money, stop speaking to each other and make life harder than it needs to be because they don’t know there is a better way to plan.
Here’s the shocking truth.
70% of families lose a portion of their wealth during the first transfer.
Historically, only one out of ten families successfully transfer wealth to the fourth generation. The real story isn’t the loss of wealth. The real story is that wealth loss is caused by the family 97% of the time.
Wealth loss is typically code word for a family feud!
Wealthy Family Secrets
There is a small group of billionaire families that have perfected the art of keeping their family together while retaining wealth. They are called 100 year families, or Legacy Families. These families add a plan to their estate planning efforts to prepare the family.
I call it Legacy Family Planning. It’s the surprising secret to creating lasting wealth for your family and creating an enduring legacy. Here’s the good news! You don’t have to be a billionaire to benefit from adding a Legacy Family Plan to your current planning efforts.
Legacy Family Planning
Legacy Family Planning is the plan you add now, with your family. It addresses the human factor that leads to wealth transfer failure. Legacy Planning gives your family the ultimate advantage: the confidence and ability to handle anything.
Schedule a call with Cindy to discuss more your family’s future.
