Broker Check

Family Governance & Wealth Management

Our Approach to Family Governance & Wealth Management

At Wilcox Financial Group, we're not just about crunching numbers; we're about crafting legacies with lot of heart.

Our team? Oh, they're like financial fairy godmothers, armed with the wisdom of seasoned pros and passion who’s got your back.

Here’s the tea: We know your family isn’t just another account on a spreadsheet. You’re a dynamic squad with dreams, quirks, and a legacy that’s unique. That’s why we roll up our sleeves to create customized solutions that aren’t just about protecting wealth – they’re about enriching the bonds that make your family, well, family. 💖

Fortifying Meaningful Connections: Like the ultimate family reunion (without the awkward small talk), we help strengthen the ties that bind, ensuring every member feels heard, valued, and ready to contribute to the family saga. 💪

Empowering Independence & the Next Gen: Forget passing the baton; we’re about crafting personalized batons that resonate with the individuality of each family member, preparing them not just to carry on the legacy but to blaze their own trails.

📚 Education & Governance with Heart: It starts with a heart-to-heart on what really matters to you. Your values, goals, and dreams aren’t just conversation starters; they’re the foundation of everything we do.

Together, we’ll craft a strategy that’s as unique as your family portrait, designed to protect your legacy and propel your long-term ambitions into the stratosphere.

🔍 Direct Support Across the Board:

  • Facilitation of Family Pow-Wows: Think of it as the ultimate family huddle, where everyone gets a say, and strategy meets soul.
  • Philanthropy & Impact Advisory: Weaving your passion for making a difference into the fabric of your financial strategy.
  • Career Coaching: Guidance that goes beyond the resume, infused with empowerment and insights to spark true vocational passion.
  • Financial Literacy, but Make It Fun: Turning complex concepts into cocktail conversation, ensuring everyone’s savvy about their money.
  • Exclusive Events & Networks:  Your family’s journey is more than a legacy; and we’re here to ensure it’s not just preserved but celebrated and expanded, one empowering step at a time.

So, let’s write the next chapter together – with all the flair, wisdom, and warmth your family deserves.  

Meet with us