“I want to give my kids enough so they could feel like they could do anything, but not so much that they could do nothing.”
– Warren Buffett

If you agree with Warren Buffett’s concept about family and wealth you are in the right place. We work with family leaders who:

  • Own a family business, have a blended family, or want to feel more like a family again.
  • Worry how a sudden influx of wealth will impact the next generation’s ambition and character.
  • Crave peace of mind that family members won’t blow their inheritance.
  • Are secretly concerned about maintaining quality of life, making it through retirement, or losing it all.
  • Desire to be consciously wealthy, to use wealth to positively impact the world.
  • Are building an empire but not ready to give up control yet.
  • Have a strong desire to transfer parent’s legacy to future generations.
  • See the value of having a system to transfer character, life lessons, and family history.

Imagine feeling peace of mind that your children’s inheritance won’t destroy their ambition and drive, and confident that you have enough wealth to enjoy quality of life throughout your entire life.

The shocking truth is, very few families are successful in maintaining wealth.

70% of families lose wealth during the first transfer.

91% of families lose wealth by the third generation.

Welcome to the North Texas Family Enterprise Center!

We offer affordable access to Legacy Planning tools, information and services to create lasting wealth without the negative family side effects of entitlement, lack of money sense, and loss of ambition.

The great news is, no matter where you live, we can help!

Successful families have a secret!

They assemble a team advisors, that at a minimum includes:

  • Wealth advisors to create a scalable wealth plan.
  • CPA to create a tax savings plan.
  • Attorney to create the Legal plan.
  • Legacy Planner to bring all the plans together to form a cohesive family legacy plan to fulfill the family’s 100 year vision!

What we do.

We begin by identifying your current risks. Next, we help you define your desired outcome. Then we work with your existing team of advisors to create a strategic plan to implement with your family. If you don’t have a team, we can introduce you to our network of professionals.

Legacy Planning is as simple as 1-2-3.

It is possible to feel confident, enjoy peace of mind, and be excited about your family’s future by transforming wealth into generational wealth with a Legacy Plan. Generational wealth is wealth you create that benefits your grandchildren’s descendants. Legacy Planning is a little known tool that successful families use to create sustainable systems of generational wealth. Until now, Legacy Planning has been reserved for UHNW families.

Our mission is to help one million entrepreneurs create a Legacy Plan to create lasting wealth without the negative family side effects. The family is the smallest economic unit of society. Economically strong families contribute to their community, which makes the world a better place. Together, we can change the world.

Learn More about the benefits of membership!

Discover what is possible for your family by becoming a NTFEC member today!