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This information provided by WillKate
A Family Enterprise Office and Wealth Management Firm that understands the technical and human side of families and family businesses. We work alongside you and your family to build a purposeful plan using a holistic process that touches on each of our 6-elements of focus to uncover your broader view of wealth and preserve core family values. The 6-element focus:
Together, these six types of capital create a powerful impact – the fullest value of your family’s wealth.
- Financial
- Heritage & Values
- Human Talent
- Structural
- Family
- Community
Our Services
We cross generational lines to focus on what is most important for creating your legacy.
There are competing needs in a family enterprise: personal, work and business. Understanding those needs, and each other, beyond what’s “on paper” is critical. A family coach can empower those involved to navigate roadblocks in pursuit of a meaningful life, filled with purpose.
Come experience the fee-only, fiduciary way for your financial future.
Envisioning the big picture and setting goals in line with your life’s values are crucial in mapping your financial future. Together, we'll design a strategic, custom-to-you, comprehensive financial plan that helps build your version of an extraordinary life.
Partner with WillKate
We work with Multi-Generational Family Enterprises, Families, and Individuals interested in creating an extraordinary life today and for future generations.
We ask the hard questions to help you define your version of success, get in the mindset of appreciation vs. scarcity, and approach changing seasons of life with confidence and optimism. We've found those who are willing to explore all six elements of wealth - financial, structural, human, family, societal, and heritage - are the best fit for our services.
- Open-minded
- Honest
- Transparent
- Not afraid of change
- Not afraid of hard work
- Value the process
- Engaged
- Appreciate a long-term outlook
- Committed to working toward their unique vision and purpose
See the Glossary for definitions of these metrics.
This information provided by WillKate
See the Glossary for definitions of these metrics.
This information provided by WillKate
See the Glossary for definitions of these metrics.
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Headquarters
Headquarters:
405 8th Avenue NW, Suite 302
Aberdeen South Dakota 57401
United States
Other Office Locations
Other Office Locations:
231 S Phillips Ave, Suite 203, Sioux Falls, SD 57104
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