Family Wealth Leadership
Family Wealth Leadership
2 Venture, Suite 460
Irvine, CA 92618
2 Venture, Suite 460
Irvine, CA 92618
*Premium Listing*
Phone Number: (949) 468-2000
Fax Number: (949) 468-2020
Web Address: www.familywealthleadership.com
Phone Number: (949) 468-2000
Fax Number: (949) 468-2020
Web Address: www.familywealthleadership.com
Categories: Estate Planning, Financial Advisors, Financial Management & Consulting, Financial Planners Certified, Investment Advisory Service
Wealth Management, Financial & Business Planning, Family Inter-generational Planning/Family Coaching
Family Wealth Leadership is a full-service wealth management and multi-family office firm with a focus on asset growth, preservation, and inter-generational transfer of wealth using strategies and family coaching to avoid loss of wealth to taxes and imprudent decisions and investments. Kip Kolson is the author of "You Can Have It All; Wealth, Wisdom, and Purpose--Strategies for Creating a Lasting Legacy and Strong Family" You can order your copy at Amazon.
We manage investments using tactical strategies and diversification so as to minimize risk and loss of significant value during severe market declines such as occurred in 2000 and 2008. Rather than utilizing third-party money managers who adhere to a buy-and-hold philosophy, we manage our clients? investments ourselves so we can respond quickly to market dynamics, be out of the market before it declines substantially, and retain liquidity, which allows us to potentially have more dollars to reinvest at lower prices when the market begins to recover.
We provide financial, retirement, tax, asset protection, balance sheet and cash flow planning; and we coach parents and children in how to invest, build, operate, manage, and work as a team to achieve a worthwhile and common purpose that creates a legacy of heirs properly prepared to manage the family wealth for multiple generations.
Family Wealth Leadership is the DBA for Advantage Asset Management, Inc., a Registered Investment Advisory firm registered in the states of California, Arizona, Nevada, and Texas as a financial advisor engaged in financial planning, wealth management, insurance, and estate planning and family stewardship coaching.
Keywords: Investments, Wealth Management, Financial Planning, Business Succession Planning, Estate Planning, Life Insurance, Stewardship Coaching
Family Wealth Leadership is a full-service wealth management and multi-family office firm with a focus on asset growth, preservation, and inter-generational transfer of wealth using strategies and family coaching to avoid loss of wealth to taxes and imprudent decisions and investments. Kip Kolson is the author of "You Can Have It All; Wealth, Wisdom, and Purpose--Strategies for Creating a Lasting Legacy and Strong Family" You can order your copy at Amazon.
We manage investments using tactical strategies and diversification so as to minimize risk and loss of significant value during severe market declines such as occurred in 2000 and 2008. Rather than utilizing third-party money managers who adhere to a buy-and-hold philosophy, we manage our clients? investments ourselves so we can respond quickly to market dynamics, be out of the market before it declines substantially, and retain liquidity, which allows us to potentially have more dollars to reinvest at lower prices when the market begins to recover.
We provide financial, retirement, tax, asset protection, balance sheet and cash flow planning; and we coach parents and children in how to invest, build, operate, manage, and work as a team to achieve a worthwhile and common purpose that creates a legacy of heirs properly prepared to manage the family wealth for multiple generations.
Family Wealth Leadership is the DBA for Advantage Asset Management, Inc., a Registered Investment Advisory firm registered in the states of California, Arizona, Nevada, and Texas as a financial advisor engaged in financial planning, wealth management, insurance, and estate planning and family stewardship coaching.
Keywords: Investments, Wealth Management, Financial Planning, Business Succession Planning, Estate Planning, Life Insurance, Stewardship Coaching
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Interview Q&A
How long have you been in business?
Since 1993. Prior to that I spent 3 years in the army as a First Lieutenant, 11 years with Bank of American and was the VP overseeing the Real Estate Department at the Newport Center Office, then 15 years in commercial real estate development.
What is your primary product or service?
Wealth management, financial planning, insurance, business and progression planning for business owners, and family coaching for High Net Worth families
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
See "How long have you been in business" above.
How do you differentiate yourself from other businesses in your category and area?
We provide all of the services of any wealth management firm in investments, planning, and insurance; but we are unique in that we also coach High Net Worth families through the difficult transition of wealth from one generation to the next. This requires in-depth involvement, interviewing, and interaction with every member of the family to include parents, children, grandchildren, and in-laws. We then develop a plan and execution process for helping each family member achieve personal success and significance as defined by them bykeeping the wealth in the family rather than allowing it to destroy family relationship.
How many locations do you have and do you have plans to expand?
One in the Irvine Spectrum. We service clients in other states through the use of technology.
Provide detailed directions to your location
2 Venture, Suite 460, Irvine, Ca. 92618. We are centered in the triangle formed by the 5 freeway, the 405 freeway, and the 133 freeway. The primary cross streets are Irvine Center Drive and Barranca Pkwy; however, the entry point is at Pacifica and Barranca.
What type of payments do you accept?
We are a fee-only advisor
Which areas do you service?
Wealth management, investments, financial and business planning, family coaching, and insurance
Who owns your company or runs daily operations?
Kip Kolson
What are your hours of operation?
8:00 am to 5:00 pm Monday through Friday
What is the best compliment anyone can give you?
We become part of your family
What is your favorite quote or Bible verse?
Proverbs 22:6: "Train up a child in the way he should go, and when he is old he will not depart from it." 1 Peter 5:2-4: Be shepherds of God's flock that is under your care, serving as overseers; not because you must, but because your are willing; not greedy for money, but eager to serve, not lording it over those entrusted to you, but being an example to the flock." We see ourselves as shepherds.
Since 1993. Prior to that I spent 3 years in the army as a First Lieutenant, 11 years with Bank of American and was the VP overseeing the Real Estate Department at the Newport Center Office, then 15 years in commercial real estate development.
What is your primary product or service?
Wealth management, financial planning, insurance, business and progression planning for business owners, and family coaching for High Net Worth families
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
See "How long have you been in business" above.
How do you differentiate yourself from other businesses in your category and area?
We provide all of the services of any wealth management firm in investments, planning, and insurance; but we are unique in that we also coach High Net Worth families through the difficult transition of wealth from one generation to the next. This requires in-depth involvement, interviewing, and interaction with every member of the family to include parents, children, grandchildren, and in-laws. We then develop a plan and execution process for helping each family member achieve personal success and significance as defined by them bykeeping the wealth in the family rather than allowing it to destroy family relationship.
How many locations do you have and do you have plans to expand?
One in the Irvine Spectrum. We service clients in other states through the use of technology.
Provide detailed directions to your location
2 Venture, Suite 460, Irvine, Ca. 92618. We are centered in the triangle formed by the 5 freeway, the 405 freeway, and the 133 freeway. The primary cross streets are Irvine Center Drive and Barranca Pkwy; however, the entry point is at Pacifica and Barranca.
What type of payments do you accept?
We are a fee-only advisor
Which areas do you service?
Wealth management, investments, financial and business planning, family coaching, and insurance
Who owns your company or runs daily operations?
Kip Kolson
What are your hours of operation?
8:00 am to 5:00 pm Monday through Friday
What is the best compliment anyone can give you?
We become part of your family
What is your favorite quote or Bible verse?
Proverbs 22:6: "Train up a child in the way he should go, and when he is old he will not depart from it." 1 Peter 5:2-4: Be shepherds of God's flock that is under your care, serving as overseers; not because you must, but because your are willing; not greedy for money, but eager to serve, not lording it over those entrusted to you, but being an example to the flock." We see ourselves as shepherds.
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