Gain clarity and grow your family’s communication and closeness as you build an enduring legacy.
Understand how the enterprise and other business dynamics impact family & legacy.
Define your family’s 5 Capitals of Legacy: Human, Social, Intellectual, Spiritual & Financial.
90% of High Net Worth Families’ WEALTH Is Lost by the Third GENERATION
But not why you think.
Financial & legal complexity accounts for only 5% of the loss (though 95% of resources go to this).
Lack of preparation of heirs accounts for 25% and an overwhelming 60% to a lack of family trust & communication (the last 10%, “no clear family mission”).
Good news. Your family can walk a different path.
What you can expect from Family Meridian:
As a high net worth family, you’ll connect with peers traveling a similar path to wealth transition, then develop the vision & skills your family needs to build an enduring family legacy.
FIND Meaningful Peer-to-Peer Relationships
Because we’re on the same path, we’ll help you understand the complex CHALLENGES and take advantage of the hidden OPPORTUNITIES to build your family’s legacy.
DISCOVER Your Family’s 5 Capitals of WEALTH
Wealth transition begins with a new understanding of wealth, including the 5 Capitals of Wealth: Human, Social, Intellectual, Spiritual & Financial.
100-Year Family Legacy
Start building a strong & enduring foundation for your family’s legacy. Let’s do this together.