Plan
the Transition
We coordinate the financial, estate, tax, business and family considerations surrounding a transition so the people involved understand what is changing and how the pieces connect.
- Estate and wealth transfer planning
- Business succession
- Trust coordination
- Tax strategy
- Family governance
- Philanthropic planning
- Risk management
- Investment planning
Prepare
the Next Generation
We help adult children and future owners develop the financial understanding and decision-making framework required to manage what they may eventually receive.
- Financial education
- Ownership preparation
- Trust and estate education
- Individual financial planning
- Family roles and responsibilities
- Business transition preparation
- Stewardship and decision-making
Establish
Family Governance
Define how family members communicate, make decisions and work together as financial and ownership responsibilities change.
- Roles and responsibilities
- Decision-making structures
- Family meetings
- Communication
- Shared values and priorities
- Successor preparation
Coordinate the Advisory Team
Balefire works alongside attorneys, CPAs, trustees and other professionals to keep the financial, legal, tax and family components of the plan connected.
One Family.
Multiple Generations.
One Framework.
Each generation may have its own financial plan, advisor relationship and priorities. Balefire connects those individual needs to the broader family plan where appropriate.