The families we typically work with have already achieved a certain level of financial success. Regardless of age or professional background, they are typically well-educated, earn above-average incomes, and are disciplined savers. They think multi-generationally, grateful for the contribution their parents and grandparents have made to their lives, cognizant of the potential their wealth holds for their children, grandchildren, and beyond. They are socially conscious, embracing a world view that extends beyond their family to their community and often to the world at large. Inspired to direct a portion of their time, talent, and treasure for the benefit of others, they find joy and fulfillment in working towards the good of others.

Their financial success and aspirations, however, create distinct challenges.