Services

Kardia Famiy Wealth Counseling, LLC. is a family office that provides a vast array of services to its member families at two levels.

Our Level 1 service takes each family through our comprehensive and unique Family Wealth Counseling process leading to the development and implementation of a customized, intergenerational Master Stewardship Plan for their family. This Family Wealth Counseling process has four phases.

Our Level 2 Master Stewardship Plan Maintenance & Operation’s services ensure that the family’s Master Stewardship Plan stays current and on-course in future years. We also actively engage the entire family to effectively participate in ‘living out” their family’s plan.

Am I a Qualified Potential Client of Kardia?