Family

The relationships, skills, passions, differences and similarities within your family are central to what unites or divides you.  Family members don’t always see eye-to-eye, love is not automatic and sometimes trust is an issue. However, you are still a family.

What is missing from nearly every family office website you visit? The mention of family.  It is natural for professionals to focus on their own technical comfort zones such as legalities, tax laws and rates-of-return without ever addressing the ethos of a family. Let’s begin a real conversation.

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Wealth

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Purpose

What brings you together when not everyone in the family is an entrepreneur or a philanthropist?  Do you have a common goal or purpose? What is your history and where are you headed next?  Your family story may have begun with humility and hard work but will those words define you in the future?  Does your family history limit or expand your family’s future?

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Challenges

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Why Cole & Associates

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