BUILD FAMILY TRUST & UNITY

A Confidential Process
for High & Ultra High
Net Worth Families.

EXPLORE THE PROCESS

BUILD FAMILY TRUST & UNITY

A Confidential Process
for High & Ultra High
Net Worth Families.

EXPLORE THE PROCESS

BUILD FAMILY TRUST & UNITY

A Confidential Process
for High & Ultra High
Net Worth Families.

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

We help our high and ultra high net worth clients build healthy relationships and family unity through a proven process that is both personal and research-based.

The result?

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

Top 4 Reasons Family Wealth is Lost

Breakdown in Trust & Communication

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

Insufficient Preparation of Heirs

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

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.

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.

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

A Process to Build Family Trust & Unity

3-Part Process Customized For Each Client & Family

Discovery

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

Understanding

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

Planning

Planning provides a foundation on which to build ongoing transformational family unity and purpose.

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 family member of or work with high net worth and/or ultra high net worth families, please reach out to us to initiate a conversation about how we can partner with you.

Our commitment is to get 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.

When Families Connect – Great Things Happen!

— Eric & Jennifer Garcia