© 2013 Todd Rhine

The path towards the achievement of the things that matter most to you begins with Guided Discovery. Here, you will identify, reflect upon, articulate and share the values, life lessons, experiences, dreams and hopes that are unique to you. 


The document that grows out of this process will (1) provide your family with a living statement of your vision, and (2) provide your advisors with a clear roadmap to follow as you design and implement your planning.

Most plans require the services of professionals from different professions, including law and finance.  The difference between having the right team working collaboratively on your behalf versus a team that’s almost right, is like the difference between lightning and the lightning bug.


We are experts at assembling and working in collaborative team settings on behalf of our clients. And, we think you should always have the lightning.

There are three elements to successful planning, not just the two with which most people are familiar.


Financial Planning prepares and protects your assets. Estate Planning prepares the assets for your family.


The third element required is Heritage Design. It prepares the family to receive their inheritances. In combination with the other two elements,heritage design forms a platform that provides reliability, strength, and stability that will benefit you and your family now, and for generations to come.

Discover What Matters

Design for Success

Assemble The Right Team

We help families to become more successful today...and to stay that way for generations

There actually is a proven formula for multi-generation family strength, unity and prosperity.  Studies have identified 12 distinct ‘elements’ that have been shared in common by successful families for centuries.  We help families to build on those elements, which helps them to become stronger and more united right now, and then to stay that way for generations.

Financial & estate planning help to pass what you own. 

We help you to also pass who you are.

This will

surprise you!

Click HERE to learn the real reason that families fail, and the two

things you can do to make sure that your family can beat the odds.