✦ 1
Mindset
Cultivate excitement and buy-in from family members, setting the stage for family meetings that everyone looks forward to.
Legacy & Inheritance Planning
Inheritance is given. Legacy is built.
Vice Financial consults families who want to pass on their legacy and wealth so it lasts for generations.
The Approach
For families building generational wealth
These four principles shape every engagement because preparing the next generation matters more than preparing the funds.
✦ 2
Education
Curated content for each family member on the fundamentals of money, the estate process, family history, and Biblical ideas about money*.
✦ 3
Private Coaching
Private meetings that build momentum by providing clarity, accountability, and encouragement.
✦ 4
Family Meetings
The pinnacle of generational wealth. This is where the family forms something greater than the sum of its parts. Teamwork will be fostered. Wins will be celebrated together. Setbacks will be overcome together. An orchestra's harmony is more beautiful than any single instrument's note.
Testimonials
In their own words.
His coaching saved my life in more ways than one.
— Jacob C.
This program included personal and spiritual development that I didn't realize I needed.
— Bethany B.
“The next generation is the wealth.”
— Founding Principle
Ready to Learn More?
The conversation starts with an application.
Tell us about your family and what you're hoping for. We'll respond personally within two business days.
Start the Process