Family Wealth Counseling
We offer a one-year program of education, coaching and actual hands-on investing to help your teen and college aged children learn basic investing principles and become familiar with many financial life issues. We focus on simple budgeting, basic investing and how to avoid becoming a victim.
We explore simple methods for children of all ages. We provide assistance with education in budgeting, investing, handling financial decisions and working with family advisors.
We can help your family focus on the legacy you want to create and foster a philanthropic outlook in your children. Philanthropy can be a tool that gives your children purpose and helps them answer the question “who am I without my family’s money”?
Integrity Capital is well versed in the various instruments of Trust, Estate Planning and Wealth Transfer. In conjunction with your estate attorney, we will help you navigate through all the issues and come up with a plan that seeks to provide for your children without crippling their ambition and development.