Our philosophy

Your family values and knowledge are the foundation for preserving wealth for future generations.

The traditional approach to financial planning and investing fails to deliver the results you need to build multi-generational wealth. Inadequate communication on family values, a lack of investment philosophy, and unprepared beneficiaries are common problems.

We believe it starts with identifying your family values, creating a clear picture of the life you want to live, then connecting you to effective financial strategies and personalized action plans to build a Family Knowledge Base™.

Learn more about the quantitative investment methodology of our partner firm, Lifeworks Advisors:

How Fees Impact Your Outcomes

By Alex Mathe-Cathala, CIO of Lifeworks Advisors

The invisible fees from mutual funds, ETFs, TAMPs, and other products commonly used by advisors significantly decrease the probability of achieving the client’s financial plan.

The Future of Advice

By Ron Bullis, Co-founder and CEO of Lifeworks Advisors

Other firms claim to offer personalized financial planning and investments. Yet, they traditionally follow a similar standardized framework—where all roads lead back to risk scores and model portfolios. The future of advice lies elsewhere.

Going Beyond Risk Scores

By Alex Mathe-Cathala, CIO of Lifeworks Advisors

Can a score summarize complex situations and allow for effective capital allocation? We answer in the negative.

From Investment Products to Investment Solutions

By Alex Mathe-Cathala, CIO of Lifeworks Advisors

The investment advisory industry has been resting on its laurels for decades. Firms content themselves with pushing commoditized investment products that fail to account for the client’ main source of risk—the risk of not achieving their goals. A true solution is needed, not a product.

Finance and the Markets Should Be Demystified

By Alex Mathe-Cathala, CIO of Lifeworks Advisors

Ken Galbraith insisted that there are two kinds of forecasters: “those who don’t know and those who don’t know they don’t know.” The latter make up the vast majority of the investment industry and 90% of financial media’s guests. It’s high time clients got real about our profession.