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Bio


 

"THAT MAN IS A SUCCESS WHO HAS LIVED WELL, LAUGHED OFTEN, AND LOVED MUCH"

ROBERT LOUIS STEVENSON

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Bio


 

"THAT MAN IS A SUCCESS WHO HAS LIVED WELL, LAUGHED OFTEN, AND LOVED MUCH"

ROBERT LOUIS STEVENSON

WHAT IS A FAMILY OFFICE?

A family office exists for the centralized planning and intentional organization in the realm of family, health, and wealth.

We all know that whether it is a business, an affluent family, or a high performing athlete, it is unlikely to be able to have maximum impact in a state of disorder.  Therefore, the intentional organization of the myriad of facets involved can create a sense of harmony within the home life. Furthermore, proper organization can allow managers to prioritize and execute on the different facets that touch an individual’s life.  This allows the individual or family to enhance their level of influence by focusing on their relationships and the strategic initiatives most critical to their ongoing success.

The idea of the family office originated long ago, when kings assigned stewards to manage the royal wealth. Today, family offices can operate in a similar fashion. A family office can be comprised of a single family or as a collection of families that set up formal structures to organize and steer the entire family unit towards wellness in the areas of family, health, and wealth.

 

A NEXT-GENERATION MULTI-FAMILY OFFICE

Today the most mature family offices offer a wide range of services tailored to fit the individual needs of each person to see them flourish in their family, health, and wealth.  The main benefit of the family office is centralized planning and management congruent with the family’s goals and values.  Living Well is a next-generation multi-family office that is committed to seeing our clients flourish for generations to come.

 

 

Family

Health

Wealth

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Live to Ride


Build Your Legacy

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Live to Ride


Build Your Legacy

Contact Us