Our coordinated team of wealth strategists, advisors, facilitators, and coaching professionals becomes your trusted partner-helping you:
Your values deserve to live on. We help you align your assets, empower the next generation, and design a legacy rooted in purpose. Through thoughtful governance, education, and investment structure, you leave more than wealth-you leave meaning.
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We help you scale with purpose-strengthening the core while expanding the vision.
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A well-executed business exit can unlock new opportunities. We help you design a business succession plan aligned with your personal, family, and philanthropic goals.
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We don't believe in one-size-fits-all solutions because no two companies or families are the same. Your values, goals, and stage of life shape every recommendation we make.
Our curated network of experts-from wealth strategists, CPAs and M&A advisors to estate planners, family facilitators, and coaches work in harmony to support your unique definition of wealth. It's a holistic framework for purposeful living and generational alignment.
Our M&A advisors craft outcomes that reflect the full value of what you've built-including your culture, vision, and future impact. From buyer targeting to strategic deal structuring, we help founders take control of the process and align every detail with their financial goals and legacy.
Our CPAs are embedded collaborators who help structure the financial foundation-from scaling businesses to planning exits and designing legacies. Working closely with your broader advisory team, they integrate tax strategy into the heart of your financial architecture.
Our estate planning attorneys translate complex personal and financial priorities into clear, enforceable frameworks. They handle asset protection, trust structuring, succession plans, and philanthropic vehicles with technical precision.
Acting as the financial backbone of your operations, controllers bring precision to reporting, forecasting, and cash management.
Our coaches work at the intersection of leadership, family,and personal development. They help individuals and organizations navigatetransitions, clarify purpose, and lead with alignment.
Our Wealth Strategists do more than manage your money. They get to know your goals and values and create a strategy that reflects your priorities now and into the future.
Skilled in governance, communication, and legacy alignment, facilitators guide generational conversations that build trust, clarify roles, and support sustainable decision, making across family systems.
Our fractional CFOs provide executive-level financial oversight tailored to complex family enterprises and founder-led businesses. They serve as thought partners on capital allocation, cash flow management, scenario modeling, and strategic decision-making.
Our biographers help families preserve their history, values, and defining moments through personalized storytelling. They work closely with family members to document experiences, lessons, and legacy, creating a lasting narrative that can be shared across generations.
Refers to a broad and inclusive understanding of wealth that goes beyond financialabundance to include emotional, intellectual, spiritual, and relational richness.Expansive wealth emphasizes the value of diverse aspects of one’s life andcommunity, nurturing growth and abundance in all areas.
How individuals view their wealth and resources. It encourages seeing wealth not just in monetary terms but in terms of opportunities for personal growth, contributing to societal improvement, and fostering environmental sustainability. It also involves being aware of one’s own biases and the broader impacts of one’s financial decisions.
Ensuring that wealth contributes to the complete physical, mental, emotional and spiritual well-being of an individual and their community. It supports the notion that true wealth includes living in a state of health that enables joy, productivity, and satisfaction in various aspects of life.
The quality and depth of relationships with others and the environment. It includes fostering strong, supportive, and reciprocal relationships that enhance communal wealth and individual fulfillment. It also stresses the importance of being connected with one’s values and actions when managing and accumulating wealth.
At Conscious Wealth, our coaching prioritizes the process above all else. It empowers us to establish a robust foundation and sustain our growth. While we tailor each engagement with families to their unique needs, we always adhere to our established process. The process allows multi-generational families to redefine generational wealth.
Every family has a unique history, and a compelling life story. Perhaps your entrepreneurial efforts sent you around the world. Or maybe your invention revolutionized an industry. Whatever the journey, your story is the genesis of your legacy - and is worth preserving.
As part of our legacy planning services, we help families elevate the stories of the lives so you safeguard this distinct identity of your estate. You are able to process histories, gain perspectives and share the experiences and values that define you.
Smith Family Investment Philosophy
Investment Strategy
The Smith Family Estate Plan
Philanthropy Plan
Values and Vision
Next Generation Education
Family Statement of Values
Business Succession Plan
Individual's Vision
The Smith Family Estate Plan
Investment Strategy
Philanthropy Plan
Values and Vision
Next Generation Education
Business Succession Plan
Family Statement of Values
Individual's Vision
Smith Family Investment Philosophy