Questions Every Family Should Ask

The question isn’t simply:

"Will I run out of money?”

It's: “Will the next generation be prepared

to steward what God has entrusted to them?”

Over the years I’ve had the privilege of working with many people who have spent decades building wealth. They worked hard. They sacrificed. They saved. And now they have margin. They don’t have to scrimp and save or drive the car that’s held together with hope and prayer anymore.

Many of these folks are now focused on helping others. I’m honestly amazed at how some of our clients keep up with their volunteer work. They are constantly serving someone or helping somewhere.

The Apostle Paul encouraged believers in Galatians not to grow weary in doing good. He wrote that in due season we will reap. Toward the end of that passage he adds this:

“So then, as we have opportunity, let us do good to everyone, and especially to those who are of the household of faith.”



Over the years I’ve met many people who have lived this out faithfully.

But I’d like to make it even more practical. I believe our first ministry is to our families. Even if you don't have children, if your assets outlive you, are you confident about what will happen to them?

Many people prepare documents.

Very few people prepare their beneficiaries.

Inheritance without instruction can create confusion.

Inheritance with preparation can strengthen families for generations.

Is your planning intentional?

Our vision is to help families steward their resources well for generations.

Highly affluent families often hold family meetings to discuss the business of the family. They also have trusted advisors helping them navigate complex financial decisions.

We want to offer that same kind of guidance to people like you who have worked hard, saved well, and want to ensure your family is prepared if you are not around.

We’re not interested in simply working with someone for a few years. Our goal is to help families make wise financial decisions for generations.

On Thursday, March 19th at 6:30 pm,

we’re hosting a live webinar that we hope will help set your family up for success, even after you're gone.

Who this webinar is for

This webinar is especially helpful for people who:

• Have saved and invested well over the years
• Want their children or grandchildren to succeed financially
• Desire to steward their resources in a way that honors God
• Want their wealth to strengthen their family rather than create confusion

During the webinar we’ll discuss

• How families can prepare the next generation to steward wealth wisely
• Why inheritance without preparation often creates problems
• A practical framework for family conversations about money
• Simple steps you can begin taking right away

We’ll keep the presentation to about 45 to 60 minutes with time for questions.

If this is something you’ve been thinking about, we would love for you to join us.

-David C. Treece