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Family Financial Management™ serves as our Finance Department & is overseen by our CFO.
Family Financial Management™ serves as our Finance Department & is overseen by our CFO.
How Our System Works
How Our System Works
Our 6 Core Account Model:
Our 6 Core Account Model:
Operating & Hub
Reinvestment Fund
Emergency Reserve
Estate Allocation
Growth & Development
Distributions
Our 3 Trust Model:
Our 3 Trust Model:
An Irrevocable Dynasty Trust
A Land Trust
An Irrevocable Life Insurance Trust (ILIT)
These Financial Structures:
These Financial Structures:
Allow us to grow without fear of greed or lifestyle creep
Allow for an ease of conscience that each following generation will be comfortable
Allow for our family to live & thrive, not only survive as we have for generations
So what...?
So what...?
This pillar ensures every contributor’s effort is protected and recognized.
This pillar ensures every contributor’s effort is protected and recognized.
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