The Facts: 

According to The Economist and MIT, 70% of successful familes fail to successfully transfer wealth across 3 generations, oftened called the Midas Curse.

According to the Williams Group, 60% of those failures stemmed from a breakdown in family trust & communication in terms of reliablity, sincerity and competence.

25% of those failures stemmed from ill-prepared heirs & 12% stemmed from poor family direction.

Only 3% of those failures stemmed from poor legal, tax or financial advice.

We Help Build Family Legacies & Mimimize Sliverspoon Kids 

We know what it's like to feel like our kids might end up suffering from affluenza and not being sure what do do.

We have over thirty years of data and frameworks that predict success in organizations and have successsfully applied that data and those frameworks to families with repeated success

We know what it's like to feel like our kids might end up suffering from affluenza and not being sure what do.

We have over thirty years of data and frameworks that predict success in organizations and have successsfully applied that data and those frameworks to families with repeated success.

What Makes Our Estate Legacy Planning & Support Different?

GroundSwell Family Estate Legacy Process

Begin Your Estate Legacy In 4 Incremental Steps

Free Consultation

Assess 

Plan

Support

Based on over thirty years of research and data, our estate legacy planning is different for number of reasons. GroundSwell's Estate Legacy methodology is derived from the action-based research of Dr. Eric Flamholtz (Founder and President of Management Systems and Professor Emeritus, UCLA Anderson School of Management) and Dr. Yvonne Randle (EVP of Management Systems and Lecturer, UCLA Anderson School of Management). Read more

 

Family Testimonials 

"GroundSwell's Estate Legacy process put our fingers on what's really important to my husband and I. It's wonderful see our kids take a stand for what they believe even if it goes against the norm in high school." 

Sara D

"Before we started this process I thought my parents were really dorks. But now I know they're not and more importatnly I know why they're not. " Kelly H

  "My son was hanging out with the wrong crowd in high school and getting bad grades. Three years later he has a 3.5 GPA in college and is actively playing a real role in our family business." Sam F 

We Also Provide Heir Business Owner Training So You'll Be Confident Your Heir Can Manage Your Family Business.Read more

435-214-2997

1776 Park Ave. #4-175

Park City, Utah 84060

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