Services For Families

What is important to you? JSA Advising offers many avenues to generate healthy conversations on topics that can improve family dynamics. Common areas that families seek our counsel are: the impact of wealth, family conflict, and how to develop their next generation. We work with affluent families to understand how wealth and life can be integrated successfully. Our goal is to create harmony and optimum health throughout your family system.

Consulting with Families about the topic of Wealth
Over 70% of families fail to transfer their “asset” from one generation to the next. Roughly 90% fail to pass it from the 1st generation to the 3rd generation. Why? It’s often not due to lack of support from advisors giving technical advice (tax, legal, financial, etc.). Instead, the breakdown occurs on the relational or intangible side of this transition. According to a study conducted by Williams and Preisser (Preparing Heirs, 2006), 85% of the assets that fail to transfer happen because a lack of trust, communication, or preparation from the next generation.

Answering the questions about how to most optimally pass along your wealth is a tough one and will vary from family to family. How much is too much? How do you ensure that the wealth you provide your children/grandchildren is a blessing versus a curse? The answers to these questions are not the amount, but the process you use to transition the wealth. Are you providing enough support, education, and resources for the next generation to be able to handle that asset in an intelligent and healthy manner?

Services Provided

Life Planning
JSA Advising works with many individuals and families to develop a process of growth and development. This service can be connected to Wealth Transitions and Estate Planning/Trust Development…more…

Family Retreats
One of the most powerful ways to demonstrate family as priority is to spend time with them. JSA Advising can enhance this time by having facilitated discussions on important issues that often occur within families. Choosing a location that is fun and inviting for all family members can increase the energy and enjoyment of the retreat. Combining a few hours of good family discussion with several group activities can be a great balance for a very rewarding experience that leads to a thriving family dynamic and legacy…more…

Capturing your Family Legacy
Many individuals want to leave something behind for their children, grandchildren and grandchildren’s children. For the first time in our human existence, because of the accessibility of technology, we can capture more than just the written word of our ancestors. We can create a highly personal video that captures who we are, the wisdom of our generation and the gifts that you’ve learned over a life time to share with the next generations to come. Families that share stories of hardship, overcoming adversity, and the joyous gifts that life provides can give future generations a model to find strength, comfort and wisdom…more…

Next Generation Coaching and Development
Many families want the next generation to be happy and healthy. This is not always an easy task to accomplish. Due to the complexity of life, finding health and happiness can be elusive for any family. JSA Advising specializes in working with the next generation to help maximize their potential. JSA Advising takes into context the age and developmental level of the next generation and offers a customized plan to enhance their quality of life and assist them in reaching their full potential…more…

Communication and Conflict
Poor communication and conflict often go hand-in-hand. Deliberate facilitation can be an effective way to reduce conflict by creating structure around the communication processes. JSA Advising is experienced in facilitating meetings for families and groups that have difficulty communicating clearly and without irrational emotion…more…

Assessments Tools
Assessment Tools (Personality, Communication, Strengths, Passions, Values, etc.) can be an excellent resource to develop yourself, and your family. JSA Advising uses highly valid and reliable assessments to enhance and support your family’s goals…more…