Investing, Tax & Estate Planning, and Risk Management: The Critical Competencies Your road to sustainable wealth starts with a focus on your family's financial capital and the three critical competencies that are the foundation for achieving multi-generational success: investing; tax & estate planning; and risk management. These three competencies are the building blocks of all successful families because they represent the fundamentals - without an effective plan for your investments, tax plans or risk management, there is little point in thinking about the other activities critical to sustaining wealth. We can help you develop your unique plan that will coordinate these three areas into your life. If you are looking for clarity with your finances...we can help!