​“A man is rich in proportion to the things
he can afford to leave alone”

​-Henry David Thoreau (1817 – 1862)

​Here’s what it’s like to have a
LifeStream™ Family Office Experience

Your Team, Your Plan, Your Vision.

My business finally makes sense

Your business plan is redefined. It can fill a book or fit on a napkin. You now have a plan that takes you from it's small beginnings to the successful realization of your dreams. Whether you're going to conclude with a succession plan or an outright sale, you know the flight path to your ultimate destination.

There’s more to life than money

After a lifetime of strategic planning, late nights and delayed gratification, it's vital to actively plan for fun and adventure. Whether that means playing with grandkids, spending more time with your children or hitting the open road, if you don't name it and plan for it, the best parts of life can slip by. We won't let that happen to you.

Everyone’s taken care of

You've carefully made sure that your plan provides for vitality when you're here and protection for those you leave behind, whether through your passing or incapacity. Loving parents and spouses make these plans well in advance so that their passing is less of a burden on family.

​I’ve done the right things
for my children

​You know you've done well when you feel like your children are taken care of and have grown into adults you like and respect. One of the greatest gifts or one of the greatest curses may be having family wealth to support their endeavors. Let's talk about the smartest way for you to support them and your grandchildren in a way that fosters personal growth and happiness.

​I’ve done well so I can do good

​Charitable donations are a direct reflection of your values and perspectives. When you donate money, you're contributing to your personal passion. If you want to see food available to homeless people, you can donate to the local food pantry or soup kitchen. If you want to fight global warming, there are plenty of organizations that are fighting for such change. The real question is whether you have found something with enough importance to you to speak with your checkbook.

​I’m confident I’ll have enough

​Your financial written plan is an easy to read narrative that will show you the path to the greatest chance of success. It's easy to understand and we make it easy to follow. Most importantly, we've worked for hours to give you a path with the greatest probability of success with respect to the risks that you face.

But mostly, it’s a feeling of relaxation.

​Knowing that your family’s financial house has been designed, built and administered by some really great people. Your people.