The Paradigm Experience focuses on preserving, protecting, empowering, and perpetuating wealth for the benefit of future generations. We analyze the components of wealth and assist you in identifying what constitutes your True Wealth. This system recognizes that wealth planning in its proper role is truly based on family leadership. It is a step-by-step process that defines your values regarding True Wealth, helps instill those true values in your posterity, and creates a system for your values to be internalized. 

Today we live in a much different reality, defined by a global economy, environmental threats, alternative fuel sources, and risky stock market performance. We have also grown to understand that the things nearest and dearest to us are not things at all, but the People we love, our life Experiences, and what we Give back to society.

​Traditional planning focuses first and foremost on financial assets and creates a system that divides, defers, and dumps wealth on ill-prepared heirs and that often causes it to dissipate quickly. This method frequently brings about one of the greatest fears of affluent individuals - having their wealth ruin their children. Tragic results occur because traditional planning transfers wealth without a system that encourages and rewards accountability and stewardship.