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Family Wealth Counseling

Uniting Your Family towards Your Financial Goals

Many people think of finances as an “adult” problem, but at Hostetler Financial, we believe that it’s a family matter. Your family’s finances impact everyone in your household, and it’s important that everyone is on the same page when it comes to important financial decisions. Our clients seek to increase the use, enjoyment, and impact of their family’s wealth across multiple generations. The planning process must be constructed in harmony, while interweaving elements of life, legacy, and wealth promotes family unity, which is central to ongoing success and stability.

A successful wealth transfer and business succession plan includes family members with clearly defined roles and expectations. These account for the unique strengths and vulnerabilities of each generation. Successful plans provide the next generation with opportunities to increase responsibility, learn from their mistakes, and build upon the family legacy.

Creating a more stable financial foundation together

Creating a more stable financial foundation together

We can help counsel your family on all major financial matters in your household, from planning family retreats and establishing family mission statements, to getting your kids involved in the family business and ensuring a smooth generational wealth transfer.

We understand families. Three decades of experience has allowed us to create a vetted process with custom solutions for successful family and financial outcomes. Solving for the human side of wealth transfer is what makes our approach unique.

Imagine how much more united and harmonious your home could be if your family was working together towards the same financial goal. We can give you direction in your finances, help your children gain an early understand of money management, and bring your family closer together while creating a more stable financial foundation together. 

Contact Hostetler Financial today to learn more about our family wealth counseling services.

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