Optimized financial wealth

At Quadrant Living we have pioneered an approach that optimizes the relationship between Private Financial Wealth, Family Financial Wealth and Philanthropic Financial Wealth to develop:

 

• Consistency in your vision for financial independence.
• The leaving of an appropriate family legacy.
• The fulfillment derived from the creation of your philanthropic legacy.

It has been our longstanding experience that by addressing the issues, needs and priorities of these three aspects of our clients’ financial affairs, we are able to identify and then act in accordance with a clear financial philosophy.

The simple diagram on the right illustrates the focus of our Financial Wealth Optimization model. As one moves through the various life stages, the scale of, and emphasis on, each area will change. Our planning model recognizes this dynamic and is able to respond accordingly. You will find it to be a unique tool for understanding your Financial Assets.

Private, family and philanthropic financial wealth

Private Financial Wealth is comprised of assets and earnings over which you inherently have control and use to ensure lifetime personal financial independence.

Family Financial Wealth is the legacy you make available to your heirs. It is important to ensure that the structure through which Financial Assets are made available to future generations creates stewardship and accountability based on your values and vision.

Philanthropic Financial Wealth is comprised of assets and earnings given back to society, which are either government-directed (in the form of taxes) or self-directed through contributions made to your choice of philanthropic organizations.

 

Next: The empowerment of your financial wealth design plan results in: