The Complete Legacy Solution™

Overview

The Complete Legacy Solution™ is a turnkey wealth management service that can be tailored to the needs of your whole family. It provides you with all of the benefits and features of the Complete Wealth Solution™. It builds on those services to include family meetings, private coaching, and other help in starting your adult children and/or grandchildren on the path to financial freedom. Research shows that 70% of inherited wealth is depleted within one generation. A full 95% is lost within three generations. This service aims to help your family avoid this sad pattern and sustain wealth mastery for generations to come.

Features & Benefits

Includes all of the services, features and benefits included in the Complete Wealth Solution and Complete Investment Solution™ , plus…

• Annual Family Meeting. We conduct an annual meeting open to all adult family members. This meeting provides a unique blend of education and inspiration. The goal is to put wealth in its proper place—as a means to an end, not an end in itself, and a responsibility, not an entitlement. We reinforce a core point of our Complete Wealth Solution™: Mastering wealth is an uninspiring task if your wealth does not serve some purpose.
• One-on-One Coaching. The Complete Legacy Solution™ includes private life and career coaching sessions for adult family members. The sessions help family members discover the opportunities for which they have endless energy, interest, and ability. It guides them in pursuing these opportunities in a strategic, productive way.
• Janiczek Model Portfolio Solution. Your adult family members are eligible to receive our Janiczek Model Portfolio Solution (JMPS) at no fee. JMPS provides our market insights and portfolio management edge to family who have yet to attain our normal criteria for new clients. It includes five model portfolios to choose from. All five consist of selected no-load mutual funds and/or exchange-traded funds tailored to different risk temperaments and time horizons. We manage each model on a discretionary basis. While this service is limited, it may be just what a family member needs to get on the right track.
• Complete Investment or Wealth Solutions at a commingled family fee rate. Your adult family members are eligible to receive the Complete Investment Solution™ or the Complete Wealth Solution™ at a commingled family fee rate. This enables all family members to benefit from the fee breakpoint attained by the family as a whole. When sound investment and wealth management practices are adopted early in life, their long-term benefit is maximized. We want to help family members to grow in financial experience in order to prepare them for life’s challenges and, potentially, a significant inheritance.

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