Family Office

You have something in common with Mark Zuckerberg; Bill Gates; the Waltons of Walmart; the Rockefellers of today; and the Queen of England. That something may just change your perspective on what's possible for your life and the life of your family, for generations. The rich don't get richer just because they're rich. The rich get richer because the rich get help. And they have for centuries. Let me tell you a story about Family Governance.

Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.