FAMILY WEALTH COUNSELING

Parenting Issues in Affluent Families
Many wealthy families have unique issues in parenting. We have experience in counseling families on raising children in affluent areas. Common problems are lack of independence, discouragement in ever measuring up, lack of gratitude and difficulty in having a healthy relationship with money.

JUNIOR INVESTOR PROGRAM
We offer a one-year program of education, coaching and actual hands-on investing to help your teen children learn basic investing principles and become familiar with budgeting and other financial life issues. We focus on credit card use, building good credit, working with money and how not to become a victim.

AVOIDING "AFFLUENZA"
A newly coined term that describes the feeling of malaise that wealth can create in children, it is a condition that affects many wealthy families. Affluenza can sap kids of ambition or create an over-attachment of significance to material possessions and money. We explore ways to limit its effects and help families raise their awareness.

Teaching Kids to be Responsible with Money
We explore simple methods for children of all ages. We provide assistance with education in budgeting, investing, handling financial decisions and working with family advisors.

PHILANTHROPY
We can help your family focus on the legacy you want to create and foster a philanthropic outlook in your children. Philanthropy can be a tool that gives your children purpose and helps them answer the question “who am I without my family’s money”?

PROTECTING YOUR CHILDREN'S WEALTH AFTER YOU ARE GONE
Integrity Capital is well versed in the various instruments of Trust, Estate Planning and Wealth Transfer. We will help you navigate through all the issues and come up with a plan that has a high probability to provide for your children without crippling their ambition and development.