Working With Younger Family Members

As a younger family member, do you just know that there are subjects that you should be discussing as a family, about making plans for an eventual wealth transition?

It’s never too early to begin to prepare, and I can help you make progress here, even if nobody else is currently willing to listen.

Being a Rising Gen Member

You know that being part of this family comes with its ups and downs, but when you try for the umpteenth time to get your voice heard and nobody wants to listen, it can be really frustrating.

You have some great ideas and you know that there are things that the family should be working on, but things keep getting kicked down the road.

Work with Steve

I get it. I’ve been there and done that, and I work with clients who are facing exactly the kinds of situations you are. I know that I can be a great resource for you and your family. We can likely make a lot of progress with me just coaching you, or maybe I’ll end up working with other family members too.

We can figure out the details later, but for now we should set up a call so I can work with you on your next steps.