Family Wealth
Maximize your return on life,
all aspects working together.
You ought to have clarity that your plan is aligned with your priorities and your team of financial professionals are communicating with you and each other.
You’ve likely graduated from foundational concerns, now your financial life must balance sophisticated strategies with a simplicity of purpose and a focus on what’s truly important.
Trusted by Our Clients
Clear, consistent guidance helped us stay on track for retirement and confidently reach our financial goals.
– Charles S.
Extremely satisfied – trusted guidance through retirement with care, clarity, and consistency. Truly feels like family.
– Pete S.
Knowledgeable, responsive, and trustworthy – helping us stay on track with retirement and feel confident about the future.
– Karen B.
Years of great service – attentive, timely, and effective strategies that gave me confidence to retire without budget worries.
– Robyn B.
They genuinely care – working for your success, not theirs. It shows, and it pays off.
– Clark B.
Their advice helped me retire three years early – now living comfortably and leaving a legacy for my family.
– Charles C.
Testimonials displayed on this site have been selected from a range of client feedback. They have been abbreviated for clarity and length, but the core messaging and sentiment have been preserved. No clients were compensated for their testimonials, and to our knowledge, no material conflicts of interest exist related to the feedback provided. You can view the full, unedited reviews on our Google Reviews page.
To get started and what to expect.
You ought to have clarity that your plan is aligned with your priorities and your team of financial professionals are communicating with you and each other.
Intro
Intro Call –
See if we are a match for your needs.
Schedule Call
1. Meeting One
We discuss the details you uploaded, get crystal clear on your goals/objectives, and identify areas of threat/improvement.
We Get To Know Your Financial Details
You provide statements, tax return, goals, priorities, etc.
2. Meeting Two
We complete a full analysis of your situation.
We show you how to improve your financial situation and reach
your goals.
3. Kickoff
If you choose to work with us, we get organized with accounts and logistics.
4. NorthStar Purpose
Together, we unpack your story to identify your unique purpose, guiding values, and vision for future generations.
Your NorthStar serves as a clear point of reference for intentional decision-making and alignment.
5. Financial Design
We begin a series of meetings and analysis around Investment, Tax, Estate, and Charitable strategy, including coordination with your team of professionals.
We will seek enhancements to improve outcomes and align with your purposes and priorities.
6. Family Navigation
Your vision is clarified and unified with the perspectives of future generations, creating a shared direction for the family to move forward together.
By thoughtfully incorporating the voices of Gen 2 and Gen 3 and guiding meaningful dialogue, the family moves toward intentional action, strengthening long-term continuity of both wealth and values.
Ongoing Guidance
We establish a proactive planning and communication cadence while remaining flexible for opportunities, changes, and concerns.
Commonly asked questions
Who is Family Wealth designed for?
- Families with a net worth of $15 million or more
- Maintain $10 million or more in investable assets
- Desire intentional alignment between wealth, purpose, and family values
- Want to proactively prepare rising generations for stewardship and leadership
- Value structured communication and coordinated long-term planning
- Prefer a senior advisory team deeply involved in their strategy
- Family Wealth is built for families who understand that preserving capital is important, but preserving clarity and continuity is essential.
How is Family Wealth Different from Traditional Financial Planning?
Traditional wealth management focuses primarily on investment performance and financial planning.
Family Wealth integrates investment strategy, tax coordination, estate alignment, and structured family communication into a unified process. The focus extends beyond portfolio outcomes to long-term family continuity.
Through NorthStar Purpose and Family Navigation, wealth strategy is anchored to purpose, guiding both financial decisions and generational preparation.
The result is not just managed assets, but aligned direction.
How are fees structured?
We charge a transparent asset-based fee on the investments we actively manage.
In addition, Family Navigation, our structured generational alignment process, is delivered through a clearly defined retainer. Engagements typically range from $25,000 to $100,000 depending on scope, complexity, and number of participating family members.
We are fee-only. We do not receive commissions or product-based compensation.
All fees are clearly outlined in advance.
What is the return on investment?
Family Wealth is designed to generate two forms of return.
Financial return includes coordinated investment oversight, tax-aware planning, estate strategy alignment, and capital preservation structured around long-term objectives.
Relational and generational return includes clarity of purpose, alignment between generations, intentional preparation of heirs, and reduced risk of fragmentation.
The enduring return is continuity, financial strength paired with family clarity.
Does everyone in the family need to participate?
No. Every family has its own dynamics, readiness, and timing.
We begin with the vision of Generation 1 and thoughtfully design a path for inclusion. Participation can expand over time as trust and clarity grow.
Our role is to provide structure and facilitate productive dialogue. Participation is invited, not required.
How long does the Family Navigation process take?
Family Navigation is customized based on your family’s complexity, number of participants, and desired outcomes. Because it is delivered through a defined engagement, we establish clear objectives, milestones, and an expected timeline at the outset.
NorthStar Purpose, which often serves as the foundation, is a focused process that typically unfolds over several weeks and is designed to bring clarity and alignment efficiently.
Family Wealth remains an ongoing advisory relationship. As families grow and transition, alignment continues to evolve over time.
Does Family Wealth coordinate with my CPA and estate attorney?
Yes.
We routinely coordinate with existing CPAs, estate attorneys, and other trusted advisors. Our role is not to replace your advisory network, but to bring integration and alignment across disciplines.
Complex wealth benefits from coordination.
Who will I work with?
Family Wealth is supported by a dedicated senior team:
Janice Thompson, Family Legacy Planning Director, leads NorthStar Purpose and Family Navigation.
Alex Okugawa, Wealth Management Director, or Anthony Saffer, CEO, serves as your primary financial advisor.
Jeff Luebe, Director of Client Service, oversees coordination and client experience.
Family Wealth is led at the senior level.
Prepare rising generations to understand family values, develop financial stewardship skills, and step into future responsibility with intention before wealth transitions.
Move from financial complexity to shared clarity around your family’s values, purpose, and long-term direction, creating a foundation for confident decision-making.
Create a thoughtful structure for meaningful conversations that build trust, strengthen unity, and reduce the risk of future conflict.