Helping families build wealth that lasts.
Legacy Planning is the plan you add to your existing plans that allows you to provide your family a financial advantage without the negative side effects.
70% of all families experience a loss of assets in the first generation.
Historically, only one out of ten families successfully transfer wealth to the fourth generation.
What do successful families do
that you probably aren’t doing?
They have a full team of professionals to create manage and protect their wealth.
- Attorney to create legal plan.
- Wealth advisor to create wealth plan.
- CPA to create tax plan.
- Legacy Planner to create family legacy plan.
“It’s easier to create wealth that it is to keep it.”
The real secret to creating your lasting legacy depends on how well your family can thrive in your absence.
You May Be Wondering
“Who Specializes in Preparing Heirs?”
North Texas Family Enterprise Center
Welcome to the North Texas Family Enterprise Center (NTFEC.com), a place to connect with like minded business leaders who want to give their family a financial advantage without the negative side effects. Please join our growing community to provide your family with a better future.
Let us help you create a LASTING legacy!
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