We help multi-generational families and individuals creating their legacy build lasting wealth.  At WillKate, we understand that your wealth is more than money. At the heart of all of the work we do is a focus on a broader view of wealth that goes beyond your balance sheet. While this financial element is often the most attributable to wealth, to focus only there is to lose out on enriching your family’s total wealth. We expand our view to include the structural, spiritual, human, family and community dimensions of wealth. Together, these six types of capital create a powerful impact – the fullest value of your family’s wealth.  you can use the power of your resources to create an extraordinary life for your family today - and provide for future generations. It takes a purposeful plan that aligns with your values and the guidance to follow through.  That's where we help through our two companies:

~ WillKate Family Enterprise Office:  Consulting and coaching to help guide successful family wealth transition across generations. 

~ WillKate Wealth Management:  Multi-generational wealth planning, financial planning, and investing management from a fee-only fiduciary.  

To learn more, visit our website or give us a call at 605-275-9181.

WillKate

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