Connecting Generations through Lasting Legacies

Our Perspective

Creating healthy family cultures and lasting legacies is no accident. We can only reach our full potential as individuals and families are choosing to take action.

Perpetuating family wealth and values is hard work. The challenges which accompany true legacy planning require professional collaboration representing both quantitative and qualitative skills. Our experience is that the traditional wealth transfer planning professionals typically lack the critical qualitative skills - leaving these issues largely unaddressed. Therefore, our Team of Affinity includes multi-disciplinary professionals who have been advising families of extraordinary wealth for generations.

Successful multigenerational families invest time together and:

  • Ask the tough questions and reach mutually agreeable answers;
  • Carefully consider the benefits of staying together as a family - in spite of differences;
  • Develop a common understanding of what it means to be a responsible wealth owner and family member;
  • Document values, beliefs and tradition to guide the creation of Purpose and Vision Statements and the Family Money Tree (the guidelines for the saving, spending and sharing of the family financial wealth).