Wealth on Purpose®

Traditional estate planning and personal wealth enhancement are often only about dollars and cents - and how you can get more. Many times people feel forced to use their money in ways they don't want to.

We take a very different approach in helping affluent individuals and their families ensure that their money is an expression of their values - now and beyond their lifetime.  We believe that your wealth should have a purpose bigger than yourself.

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Carlos H. Lowenberg Jr., President of Lowenberg Wealth Management Group, is a contributing author to the book Family Wealth Counseling - Getting to the Heart of the Matter by Mr. E. G. "Jay" Link. There are three distinct aspects to each family's wealth - Financial, Social, and Spiritual/Emotional. Only by fully exploring and incorporating all three aspects into the overall planning process can we hope to achieve maximum planning results and maximum benefits for the family.

KARDIA Family Wealth Counseling

The Strategic Coach®

 

Article Archives:

Three Great Building Blocks of a Family Foundation - Catching the Vision
Three Great Building Blocks of a Family Foundation - Why Have a Mission Statement?
Three Great Building Blocks of a Family Foundation - Writing a Family Values Statement
Using a Donor Advised Fund to Teach Family Philanthropy
Purpose, Vision, Mission - They Aren't One and the Same
Consider a Philanthropic Mission Statement
Family Meetings - A Successful Venture
Family Meetings - Some Guidelines
Family Meetings - How to Construct a Family Genogram
The Adventure of Family Philanthropy - Children ages 3 through 6
Creating Successful Charitable Partner Relationships
Youth and Inheritance Simplified
The Adventure of Family Philanthropy - Growing Children ages 7 through 12
Creating a Family Foundation - What are your Options?
The Adventure of Family Philanthropy - Teenagers
The Greater Good:  How Philanthropy Drives the American Economy and Can Save Capitalism
Is it Possible to Actually Make a Profit, Giving it Away?
The Difference Between Ownership and Control
Successful Wealth Transfer?
What Makes our Approach to Family Wealth Counseling so Unique?
Combining Discounts with Charitable Planning
Building Bridges Instead of Walls
'Wealth Counselors' Can Give you Guidance on Giving it Away
Hidden Added Leverage in a Family Limited Partnership

 

 

 
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