Resources for Your Family

The family office model expands on traditional wealth management by offering a broader array of services in support of comprehensive long-term thinking. Typically suited for families with a net worth of $10 million or more, this approach brings to bear all the resources needed to help you live a fuller life and ensure a meaningful legacy.

Significant wealth creates significant opportunities, but it poses unique problems as well. Every culture has its own version of the proverb, "Shirtsleeves to shirtsleeves in three generations" - a testament to how quickly wealth created by one generation can be exhausted by the next. Similarly, 65% of family businesses fail to survive the second generation, and 85% are gone by the third. These grim statistics have little to do with chance and everything to do with planning.

A long-term investment strategy is just the first step in building a legacy and ensuring continued family success. Through our multi-family office, we provide a fully integrated solution that addresses the unique needs of wealthy families by helping to protect and grow each of their sources of wealth:

  • Financial Capital
  • Human Capital
  • Intellectual Capital
  • Social Capital

Learn more about each of these forms of wealth and about how Century Wealth Management can help you protect them.

More About Our Process  Family Office Services  Types of Family Wealth

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