the 1OO-year vision
Transforming family businesses to business families.
Cultivating a lasting family business takes deep roots, dedication, and a broad vision for the future. GPS Financial introduces a unique approach to family business planning that incorporates wealth creation and preservation, risk analysis and protection, and an uncommon process for preserving your priorities 100-years into the future.
The 100-Year Vision enables families to honor the heritage of their businesses, anticipate and address the financial complexities of today, and plant seeds of wisdom for the next chapter of growth. |
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first
The Onsite Visit |
We visit with you to see your operation and learn firsthand about what you’ve built. In this first visit, we’ll discuss the multi-generational dynamic and gain an understanding of your current vision to protect, preserve, and promote your family legacy.
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second
The 100-Year Vision |
We interview the leading members of the family to capture a vision of what was, what is, and where the future opportunities are. In this interview we collaborate to craft The 100-Year Vision for your family.
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third
Presentation of Solutions |
Taking your heritage, goals, and financial circumstances into account, we design a robust family and financial model for your future. We explain the potential pitfalls we’ve identified, the opportunities to capture and the specific actions and tools we recommend.
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fourth
Plan Activation |
In this implementation step, we put your 100-Year Vision in motion and steward each portion of the plan through to completion. We communicate the impact and rationales with all generations involved and can serve as facilitators to translate your wishes.
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fifth
Plan Stewardship |
A strong family business never stops growing and changing - neither does our relationship. As the span of years unfolds, we connect to provide targeted support that helps you protect, preserve and promote your family legacy.
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