WEALTH CARE MANAGEMENT^sm: WEALTH PRESERVATION & WEALTH PREPARATION PLANNING
TOOLS FOR PROTECTING ASSETS AND RELATIONSHIPS.

Many family businesses prepare for the future through wealth preservation, a tool consisting of wills, tax preparation, trusts, and investments. Specialists in these areas work in concert with you, your family members and your advisors to successfully protect your assets.

Just as important as wealth preservation is Wealth Preparation Planning. Its purpose is to prepare family members for the responsibility and emotional impact of wealth.

A two-part process, Wealth Preparation Planning begins with an examination of family heritage.

• History and ancestry
• Visions and values
• Family stories, traditions and wealth values.
  

The second part of Wealth Preparation Planning explores and identifies:

• Values
• Self loving
• Caring
• Life meaning
• Generativity
• Fulfillment
• Sense of purpose
  

Introducing Wealth Care Management^sm.
Wealth Care Management^sm is our proprietary approach to joining the financial considerations of Wealth Preservation Planning with the emotional considerations of Wealth Preparation Planning. Wealth Care Management^sm is the greatest assurance that can be taken for preserving wealth through succeeding generations.

You've worked too hard to let the family fortune slip through your fingers. Wealth Care Management^sm can help you for today and generations to come. Contact us today by Email us, call us at 612.375.0640, or fill out our contact form.

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ServicesVision For SuccessHubler for Business Families' exclusive, proven six-step process helps families and their business learn to focus, empower, communicate and achieve.Wealth Care ManagementWealth Care Management (SM) is our proprietary approach to joining the financial considerations of Wealth Preservation Planning with the emotional considerations of Wealth Preparation Planning.SeminarsTom Hubler presents a variety of seminars to help family businesses begin to address difficult topics like career planning, appropriate placement of both family and non-family managers in management positions, and leadership skill development.Spirited LeadershipPrograms assist, guide and strengthen management as well as develop skills and improve communication.Estate PlanningFamilies in business want estate planning to help the next generation run the business; and economic security and asset protection are needed for the senior generation.Asset ProtectionThe family-owned business as well as personal relationships benefit by protecting economic security.Leadership ProgramsTailored for particular situations or group members, our Spirited Leadership Programs can assist and guide family-owned businesses in specific areas. By strengthening you management teams or enhancing the placement process, you can improve the dynamics between family members and business associates.ServicesOur goal is to help the family business operate successfully without normal family entanglements. Our array of family business services reflects that goal. It has been developed to help you become vision driven rather than problem focused.