Family Wealth

Read stories of Financial Harvest Wealth Advisors clients passing on wealth and financial know-how to family members.

Explore Topics

Asset Protection

Living Your Best Life

Wealth Enhancement

Case Studies & Success Stories

Preparing the Next Generation

A husband recently received a large lump sum distribution from his company’s buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.

A Family’s Sudden Loss of Husband and Father

Our client’s husband passed unexpectedly in the summer of 2020.

Asset Protection

Protecting Assets for Me and My Family

The clients have two sons in their mid to late 20s living at home with them. They wanted to encourage the sons to take more initiative and get on their feet.