Living life with purpose, on purpose

 

At Henderson Family Wealth our mission is simple: help enterprising families build resilient wealth by defining and refining how they engage with wealth and with each other. Our team is here to listen, understand, and work with you as you navigate the road ahead.

 

Our process

 

Values compass

Vision development

Roadmap design

 

“What is it you plan to do with your one wild and precious life?”

– Mary Oliver, poet

Your vision, our expertise

 

As family enterprise advisors, we recognize that each member of the family system brings their own perspective, experiences, ideas, communication style, and family culture to the table. To ensure we have a deep understanding of these complexities, we strategize with our clients in the boardroom and the family room. Then, we show them how to embrace an enterprise mindset – a way of thinking that empowers families to visualize, organize, and develop strategic roadmaps for their futures and beyond.

Family enterprise circle
 

“The real voyage of discovery consists not in seeking new lands but in seeing with new eyes.”

– Marcel Proust, author

Your passion, our purpose

 

Our “family office” services:

  • Investment and portfolio management
  • Integrated tax strategies
  • Insurance solutions
  • Will and estate planning
  • Continuity and succession planning
  • Real estate strategies and solutions 
  • Leadership training and learning
  • Philanthropic giving
 

“Once a journey is designed, equipped, and put in process, a new factor enters and takes over. A trip, a safari, an exploration, is an entity, different from all other journeys. It has personality, temperament, individuality, uniqueness. A journey is a person in itself; no two are alike.”

– John Steinbeck, author

Start your journey