As time passes, family dynamics may change, but putting family first never will.

At ALPHA CAPITAL, we understand that wealth management is not just about money. Our advisors can help your family engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.

What is Family Dynamics?

Family Dynamics is planning at the intersection of the financial and nonfinancial elements in your life. Family Dynamics helps you to address the intellectual, cultural, social, emotional, and interpersonal relationship aspects of managing wealth.

 

Managing more than wealth

We provide you with custom services, guidance, and actionable solutions for your family’s unique situation. Together, we will explore and address topics that include:

  • Family Culture
  • Personal and Leadership Development
  • Family Enterprise
  • Family Meetings

 

How we can help

Research shows that 70 percent of wealth dissipates by the 3rd generation due to a lack of family communication and trust, a lack of preparation of heirs, and not having a family mission statement in place.  Our advisors can work with your family to help mitigate risks to your wealth goals and legacy, and develop a comprehensive plan backed by a shared family vision.