Our Offerings – The Family Portfolio

THELIFTOFF

Try your wings.

A motivating entry into the world of family meetings.

THELIFTOFF is a new answer for families to the question
“Where do we begin?”

It offers families a no-fault way to try their wings at coming together around their shared wealth and future with more ease and understanding.

THE LIFTOFF works for families who are ready, wary, or simply curious.

WHY IT WORKS.

We use our human-sensitive blend of science, systems, and learned wisdom to create a unique environment where family members engage in productive ways, revealing unseen connections, perspectives, and options. This positions a family to move forward with greater understanding and confidence.

THELIFTOFF IS:

A starting point for family meetings
A valuable early advantage in the wealth planning process
A standalone experience or the first step in an ongoing, learning journey
Aligned with the natural way we all learn
Sensitive to the personal challenges and opportunities of wealth
Respectful of a family’s desire – and hesitation – to move forward
A curiosity-driven adventure in Perspective that yields helpful clarities and options

THELIFTOFF IS FOR:

Advisors whose clients require an experience that sparks fresh thinking and possibilities.
Parents who want to put their families in the best possible position to carry on, individually and as a group.
Families wanting a headstart in advancing their shared wealth and legacy.
Clients who need help navigating the intricacies of family relationships.

OUR INVITATION.

We have created THE LIFTOFF to give you and your clients an early advantage in the wealth planning process. We invite you to learn more. Click here to schedule a call with us.

We work closely with advisors, family office professionals, attorneys, and trustees who recognize the need to engage the human side of the wealth equation.

If this is of interest to you, please reach out to us.

A CLOSING WORD.

We’ve each been at this work of family wealth and leadership development for a good long time. We came together to create The Family Portfolio as a way to bring wealth to life in more direct ways. The Liftoff does that by bringing families together in a shared experience that casts a new light on life and what is possible. We are pleased to offer it to you now.

808 Galisteo Street, Santa Fe, NM 87505.
info@thefamilyportfolio.com