We help ultra-wealthy individuals and families transition from success to significance, building meaningful legacies and breaking the cycle which destroys families and their wealth.
We provide expert advice and guidance to tackle complex questions arising from your success including:
1. What is the purpose of your wealth? What do you do with it?
2. How much is enough? What is an appropriate lifestyle for your family?
3. How much do you give to kids and when? What do you tell your kids about wealth and when?
4. How much do you give away? To what causes? And how?
5. Who are your real friends? Who can you trust to give you honest advice?
6. How do you prevent your family fighting over money? How do you build a unified and resilient family.
7. How to you prepare the next generation for shared responsibility of wealth and assets when they've never had to make decisions together in the past?
8. How do you re-connect with children who you hardly saw while you were busy building wealth?
9. In the midst of abundance, how do you keep your family and kids grounded in healthy values? How do you deal with entitlement attitudes?
10. What do you most want to be remembered for? What will your legacy be?
Wealth isolates us from friends and family, it leaves us with few trusted peers to journey with. Plenitude Partners is a trusted partner to help you anticipate and navigate the opportunities and challenges of wealth. Our approach provides a safe place to ask and address your concerns and to emerge more confident in yourself and your family.