top of page

Strategic Planning

  • Vision

  • Mission

  • Delivery

3 Forms of Capital

Understanding that family wealth consists of three types of capital:

  1. Financial Capital

  2. Human Capital

  3. Intellectual Capital

It is imperative that a family construct a plan that incorporates and respects all three.

At Lighthouse, we will work with you to develop your family's customized plan.  We will guide you in articulating your  expectations with respect to long term wealth objectives and legacy aspirations.  We will assist you in planning for, and adjusting to, major life events.  We can guide you and your family through major purchase planning and act as your advocate with other professional advisors.  Most importantly, we will provide objective and unconflicted advice to maximize your family's three forms of capital.

READ MORE ABOUT THE THREE FORMS OF WEALTH
bottom of page