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Family Wealth Planning Goals & Coaching

Posted by Cliff Locks On August 12, 2017 at 10:40 am

Family Wealth Planning Goals & Coaching

What are your Family Wealth Planning Goals?
At IGC Consulting, we help clarify your family’s values and look at stewardship for the family’s wealth for future generations.

At IGC Consulting, we work with you to establish the family’s vision, values and goals. As an executive, you understand integrated management. You run your company with senior managers from manufacturing, sales, marketing, finance, accounting and human resources. You have meetings on a regular basis, determine the strategic direction of the company and operate it in a cohesive and integrated fashion.

The same skills and applications used to run your business should be used to approach the management of wealth. IGC brings to you expertise in investment planning, tax, legal and estate planning. We work with you to clarify your vision and develop a workable path to achieve your goals.

Conversations may include: selecting and managing trusted financial advisors, engaging and educating the family, talking about the definition of success, the process to meet your objectives, investment discipline and aligning the family’s values and goals.

You have worked hard to create a successful business. Be sure your vision provides you with the life you have always dreamed. Call IGC Consulting today.