PEOPLE WHO SAY, “IT’S ONLY MONEY” USUALLY, AREN’T SEEING THE WHOLE PICTURE.

Money represents different values for different individuals. Depending on one’s personal outlook, financial assets may be seen as freedom or security, respect or self-worth, connection to the future or a link to the past. Like the alchemists of antiquity, THE ALCHEMIA GROUP focuses on transformation – the conversion of the family’s tangible financial assets into the impact and empowerment they hope those assets have for future generations and society as a whole. Applying innovative, transformational thinking to the questions of family and wealth unlocks an array of inspiring possibilities. This discovery process yields stunning results, helping clients achieve their most deeply felt goals end empowering future generations to do great things.
We bring craft and deep experience and knowledge to our work, focusing on two areas:

GENERATIONAL WEALTH TRANSITION PLANNING AND ASSET PRESERVATION

• Alignment Assessment: Connecting family and individual goals and values with tax, legal, investment, and insurance strategies
• Wealth Plan Map
• Wealth Stewardship for future generations
• Empowered Philanthropy
• Purpose-Driven Estate/Legacy Plans
• Legacy Trust Design
• Family Communication Strategy
• Family Resource Center

TECHNICAL LIFE INSURANCE SERVICES

• Life Insurance Analysis, Design and Market Representation
• Fiduciary Trustee Review and Analysis
• Life Insurance Portfolio Management, based on goals and suitability

As a collaboration of several different professions, THE ALCHEMIA GROUP helps clients develop empowerment and reduce entitlement. Individuals and families who work with us have experienced:

• Improved communication about financial wealth;
• Greater understanding and satisfaction with the impact of their wealth on several generations;
• More capable stewardship in coming generations;
• More effective integration of multiple advisors and plans

At THE ALCHEMIA GROUP, we look forward to exploring your vision for the future, and designing estate and legacy strategies and plans that improve life for yourself, your family, and your community.