Family Wealth Counseling at Certus Legal Group, Ltd. is a very focused process designed to enable individuals and families to identify the personal values and virtues they want to drive their personal and financial plans.  It is an intensely personal process that certainly is not for everyone.  Those that do engage us for this work will typically receive the following:

  • Co-developed Family Wealth Statement to guide families into proper stewardship over its wealth
  • Framework and platform to coordinate efforts of various advisors
  • Strength and gap analysis of individual family members, and incorporation of findings into current and future planning
  • Better alignment between goals and planning
  • Better understanding of motivations of planning
  • Better comprehension of techniques employed
  • Better framework for maintaining and updating estate and financial planning techniques and structures

To learn more about Family Wealth Counseling at Certus Legal Group, Ltd., please contact Mark Shiller.