Family Wealth House™

Wealth Is Health

One Team. One Plan.

How Family Wealth House Works

Wealth Is Health™

We often hear the expression “Health is wealth.” At Family Wealth House, we believe Wealth Is Health™.Just as maintaining good physical health requires coordinated care from medical professionals with different specialties, building and preserving family wealth requires an interdisciplinary approach.Financial planning, legal protection, tax planning, and estate planning are interconnected. Yet families often receive these services independently, without coordination among the professionals advising them.Family Wealth House applies the interdisciplinary model of healthcare to wealth building, bringing attorneys, financial professionals, and accountants together to help households develop coordinated strategies for building, protecting, managing, and transferring wealth across generations.One Team. One Plan.

Your Financial Life Is Connected. Your Professionals Should Be, Too.

Managing family wealth involves more than investments or estate planning. Legal decisions, financial planning, taxes, property ownership, and business interests are interconnected.Yet families often work with separate professionals who may have little knowledge of what the others are doing.Family Wealth House brings these essential services together through an interdisciplinary approach.

Legal Protection
Attorneys help families address estate planning, property ownership, business interests, and other legal matters affecting their wealth.

Financial Planning
Financial professionals help households develop strategies for saving, investing, managing risk, and pursuing long-term financial goals.

Tax & Accounting
Accounting professionals help households understand tax considerations, organize financial records, and coordinate tax planning with broader financial decisions.

Each professional remains independent and responsible for the services they provide. Family Wealth House facilitates coordination and helps households maintain an organized view of their financial lives.

The Wealth House Document System

Know What You Own. | Know Where It Is. | Know What It Means.

Your family's financial life isn't neatly contained in one place. Important information may be scattered across bank accounts, property records, business agreements, intellectual property registrations, insurance policies, and estate planning documents.Some assets are easy to identify. Others, particularly business interests and intellectual property, may involve complex ownership arrangements, contractual rights, or legal documents that family members don't know exist or may not understand.The Wealth House Document System™ brings that information together in one organized place.Through five categories—Real Property, Business Interests, Intellectual Property, Estate Planning, and Financial Accounts—the system helps households identify, organize, and maintain the documents and information essential to managing and protecting family wealth.Because building wealth is only part of the equation. Your family also needs to know what you own, where to find it, and what to do with it.

The 90-Day Wealth House Onboarding Process

Family Wealth House begins with a structured, three-month process to help households organize their information, identify priorities, and prepare for coordinated professional services.

Establish Your Wealth HouseReceive your document system and organize your important records.

Month 1

$217

Complete Your Household ProfileCreate your digital inventory and identify your household's planning needs.

Month 2

$217

Select your Professional TeamIdentify priorities and coordinate next steps with independent professionals.

Month 3

$216

STANDARD HOUSEHOLD ENROLLMENT
$650 total, paid over 3 months

Ongoing FWH Portal Access

Begins after the three-month enrollment period.Professional consultations and services are billed separately by the independent professionals providing them.

$10/month

Strategic Partnerships

Introducing Family Wealth House Through Black Connect

Family Wealth House is launching its initial pilot in partnership with Black Connect, Inc., a national nonprofit organization advancing economic opportunity through entrepreneurship and access to essential resources.The pilot provides eligible Black Connect members with an opportunity to establish their Wealth House and access the household portal under special introductory terms.Black Connect participants:

  • Standard enrollment fee waived.

  • One-time payment for the physical Wealth House system and portal setup.

  • Monthly portal fee.

Black Connect Member?

FMW Member Portal

Your Household. Your Records. Your Plan.

The Family Wealth House portal provides a centralized location for managing your household information, maintaining your digital Wealth House inventory, and coordinating services.Through the portal, households can:

  • Complete and update household information.

  • Maintain an inventory of important records.

  • Access authorized documents and resources.

  • Request professional services.

  • Receive communications and important updates.

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