BUILD FAMILY TRUST

An Exclusive Process
for Families of Wealth

EXPLORE THE PROCESS

BUILD FAMILY UNITY

An Exclusive Process
for Families of Wealth

EXPLORE THE PROCESS

BUILD FAMILY CONNECTION

An Exclusive Process
for Families of Wealth

EXPLORE THE PROCESS

Did you know?

— 70% of family wealth is lost by the second generation.

— And…an astonishing 90% of family wealth is lost by the third generation.

What will be your family’s story– from one generation to the next?

— Eric & Jennifer Garcia, Founders of Relational Wealth Advisors®

Through our Relational Wealth Process®, we help families of wealth build healthy relationships and family unity to successfully transition wealth and the family story from one generation to the next.

The result?

Intergenerational family trust, unity & connection, fueled by healthy communication and driven by purpose, producing a multi-generational impact.

Top 4 Reasons Family Wealth is Lost

TRUST & COMMUNICATIONPREPARATION OF HEIRSA FAMILY MISSIONFINANCIAL DECISIONS

Breakdown in Trust & Communication

The breakdown of TRUST and COMMUNICATION represents 60% of the failure rate for wealth transfer.

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Insufficient Preparation of Heirs

A FAILURE TO PREPARE HEIRS for the transition of wealth accounts for 25% of the reason why wealth is lost.

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Lack of a Meaningful Family Mission

Not having a clear FAMILY MISSION accounts for 10% of the reason why the transfer of wealth is lost to the next generation.

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Overemphasis on Financial & Legal Decisions

Though most of a family’s resources are spent on FINANCIAL AND LEGAL PREPARATION, these areas together only account for 5% of the failure to transfer wealth.

Explore the RWA Process

The loss of family wealth is a symptom of deeper family challenges. Our process addresses these core family issues, creating a supportive environment for both individuals and the family, leading to healthy communication, understanding, trust, unity & connection.

The Relational Wealth Process® Builds
Family Trust, Unity & Connection

Relational Wealth Process®

Learn More the RW Process®

Discovery

Our assessment & engagement process creates a new foundation for family trust & unity to grow.

Understanding

Communication, insights and accountability create a new dynamic in each client’s family.

Planning

Planning provides a foundation to build transformational family trust, unity and connection.

We “Walk Life” with people to restore relationships and bring about permanent change. Let us help you and your family thrive!

— Eric & Jennifer Garcia

Let’s Have a Conversation

If you are a member of a family or work with families of wealth, reach out to us for a conversation about how we can partner with you.

We are committed to getting in touch with you as soon as we can. We look forward to connecting with you.

Please click the button here and send us your questions and/or comments.

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“When families connect – great things happen!”

— Eric & Jennifer Garcia