A family’s most important asset is its family members. With careful planning and stewardship, your hard-earned fortune can pass from generation to generation.
Gain confidence in preserving your wealth with unbiased advice from McCall & Associates so you can use your financial resources as a tool to foster the growth and vitality of your family.
Whether yours is the first generation in your family to experience financial success, or you are an heir to a family business, your family’s wealth has to be managed wisely. If you desire to use your resources to support and grow a healthy family for generations to come, we can help.
We’ll create a customized approach to help you address these concerns and more:
How much financial support should I offer to my family members?
What actions should I be taking financially that will ultimately be a catalyst in my family’s success?
Should my family consider a trust?
What does it mean to be a good “steward”?
How do I educate my children and grandchildren about responsibility?
How should I measure my family’s success?
How involved in planning should the next generation be?
When should family member’s roles be changed or reassessed?