Finance and Wealth Advising

CONTINUITY

FAMILY BUSINESS CONSULTING

US/CANADA: 877-925-5149 INTERNATIONAL: 1-617-500-3110

CONTINUITYFBC.COM

Continuity Family Business Consulting does not engage in asset management, we do not sell insurance, we are not estate planners and we do not provide investment advice.   

We do, however, help families better understand some of the choices and decisions they need to make regarding family wealth.

What is the purpose of the family’s wealth?  How will the family manage potential conflict arising from sibling wealth disparity?  How can families of wealth ensure that succeeding generations avoid lives of entitlement and be productive and motivated to build family wealth?  How should family wealth be managed through succeeding generations?  Should the family consider opening a family office or joining a multiple family office?  Continuity helps families answer these questions, and more, to better prepare them to work with estate planners and asset managers. 

Educating succeeding generations about wealth issues is core to our work with families so they understand financial decision making and are clear about the responsibilities, as well as the benefits, that derive from wealth.

 For more information on Finance and Wealth Advising with Continuity Family Business Consulting, visit ContinuityFBC.com.