Wealth Integration

At Continuity, we help individuals and families appreciate the benefits and manage the challenges of wealth. We call this work “wealth integration”—integrating wealth successfully into the family, with understanding and intention, to maximize the benefit to family and community. We help families understand unique relationship dynamics and pitfalls to avoid that can help families thrive with wealth.

We help our client families think generationally and meaningfully about their wealth and goals, and to realize their vision.

How We Can Help

Plan Wealth Transfer

We help families know how and when to transfer wealth to empower, not entitle, the next generation.

Educate Rising Generation

We help the next generation to consider the implications of wealth and navigate its complexity.

Create Family Governance

We recommend family governance options that will support your goals and relationships.

Develop Aligned Vision

We help your family make better, easier decisions about shared philanthropy.

Manage Conflict/Discord

We help families identify and grow out of conflict and help family members align on a shared vision.

Review Documents

We review estate plans and shareholder agreements to ensure intentions are reflected.

Train and Facilitate

We provide trainings and facilitate meetings and retreats to prepare your family for a connected future.

Intentionality and the Impact of Wealth

We work with people who want to be considerate about the impact of wealth on their families, their relationships, and their communities. Our coaching, education, and content/ facilitation for family retreats helps members of all generations address questions such as:

  • When and how should I talk to my family about the wealth we have?

  • How can we ensure that wealth transfer to our heirs results in empowerment, not entitlement?

  • How can we address problems of overspending? Or living in denial of wealth?

  • How can we navigate conflict over shared assets?

  • How can we instill values and a work ethic in our next generation if they “don’t need to work?”

Many people focus on managing the money and neglect to tend to other forms of wealth necessary for families to thrive. That can lead to conflict over assets, unmotivated/unproductive heirs, misused and wasted wealth. Whether through coaching with a member of our team, training, or developing a positive pre-nuptial agreement, developing the understanding and skills to make good life and wealth decisions protects families from the pitfalls of family wealth.

About Us

Since 2003, Continuity Family Business Consulting has helped families around the world build connected, intentional and productive futures. Headquartered in Boston, our advisors offer extensive experience and training in business, family systems, and conflict management.

We know how to effectively integrate the expertise of estate planners, CPAs, key non-family executives, and family business stakeholders – both in and out of the business – to produce plans that work as well for the business as they do for the family.