Just as any good developer starts a building at the foundation, we start with your financial foundation and create a blueprint that is tailored to meet your family's financial priorities. Business owners, leaders, and executives entrust us to help them design and "live out" their legacies in a way that allows their family to thrive.
Increasing wealth brings increasing complexities, opportunities, and responsibilities to fuel the next generation toward greater purpose and impact. We help you simplify your complete financial picture, mitigate risks, and leverage opportunities to maximize the purpose you have for your wealth. You maintain a busy schedule, so managing your personal balance sheet often gets neglected.
Increasing wealth brings increasing complexities, opportunities, and responsibilities to fuel the next generation toward greater purpose and impact. We help you simplify your complete financial picture, mitigate risks, and leverage opportunities to maximize the purpose you have for your wealth. You maintain a busy schedule, so managing your personal balance sheet often gets neglected.
Services
Your wealth involves more than just a portfolio. Your money affects your family, your legacy, your strategy and your investments. We found the industry lacking both in practice and expertise to deliver comprehensive solutions for each of these areas. For that reason, we built Archetype with a distinct mission: to connect your money with your purpose.
You want to experience growth in your portfolio, but don't want to sacrifice sleep at night when volatility strikes. Are you looking to simplify and consolidate your assets with a trusted team of experienced professionals that sit on the same side of the table as you? Regardless of where you are, or where you've been, we partner with our clients to help them manage their wealth and steward it across generations.
The Williams Group surveyed over 3,000 wealthy families over 20 years and discovered an alarming statistic: 90% of wealth created in the first generation is lost by the third generation. The lessons you learned in creating and stewarding your wealth cannot be conveyed in a single conversation, yet they are crucial to helping the next generation avoid the pitfalls of sudden wealth.
We believe great legacies are lived, not left. Your legacy starts today, and we help you intentionally build a legacy that connects your money with your purpose. Every individual and professional has a distinct lens through which they view and interpret the world around them. In order to build towards a legacy aligned with your values, it takes a team of like-minded advisors who understand and can help you get there.
We are committed to sharing our time, skills, and wealth to bless others. Each year we execute a plan to leverage what we've been given to those in need in our own communities and around the globe. Philanthropy should be deeply fulfilling and meaningfully impactful. By being strategic, you have the ability to transform individuals and unite families, communities and companies.
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