Financial Capital
Resources that support present needs, future goals, resilience, and legacy.
Individual Financial Stewardship™
Build financial stability. Create wealth with purpose.
Thoughtful financial management is not reserved for the ultra-wealthy. It begins with seeing the whole picture and moving forward with steady support.
Individual & Family Stewardship™
Build the foundation.
Understand your financial picture, establish priorities, protect your family, and make progress with ongoing guidance and accountability.
Schedule your discoveryA legacy in motion
Building a Legacy That Lasts Generations
We believe financial stewardship is about more than solving today's problems. It is about establishing strong roots, building resilient systems, and creating something capable of serving the people who come after us.
- The beginningA thoughtful start with room to grow.
- Early growthNurtured and protected.
- Building strengthDeepening roots and resilience.
- MaturityEstablished and growing stronger over time.
- Enduring legacyStability and value for generations.
ZenGee Capital Framework™
Family wealth is supported by more than financial assets.
Lasting family strength depends on a connected system of resources, knowledge, capability, relationships, values, and leadership. Each form of capital can strengthen or weaken the others.
What can we measure?What must we understand?
Human Capital
Education, skills, earning capacity, and the development of each generation.
Intellectual Capital
Knowledge, judgment, experience, and the ability to share what matters.
Relational Capital
Family relationships, trusted advisers, and the networks that support continuity.
Values & Cultural Capital
The principles, traditions, and shared expectations that give wealth its purpose.
Leadership & Legacy Capital
Clear decision-making, preparation, and the transfer of responsibility over time.
A family can hold significant assets and still be vulnerable when important knowledge rests with one person, future decision-makers are unprepared, or values and expectations remain unspoken. Like the roots of the copper beech, the strength beneath the surface helps the whole legacy endure.
When clarity feels overdue
There may be more to coordinate than you realize.
ZenGee is built for the moment when responsible decisions have accumulated, but the full picture still does not feel organized.
Earning well, but not feeling financially organized
Accounts, insurance, and estate documents that do not work together
Retirement or a major life transition on the horizon
A business or real estate that adds complexity at home
A desire to build and transfer wealth intentionally
Knowing what to do, but needing follow-through to do it
Your stewardship relationship
Organize what matters most.
Financial foundation
- Initial family financial assessment
- Personal balance sheet
- Cash-flow and spending review
- Debt analysis and payoff priorities
- Emergency-reserve assessment
- Retirement-account review
- Financial goal development
Protection & family planning
- Insurance needs and coverage review
- Beneficiary-designation review
- Family emergency-information planning
- Will preparation included with implementation
- Financial-document organization
- Education planning and family priorities
Ongoing stewardship
- Quarterly financial progress reviews
- Action-item tracking and accountability
- Reasonable support between scheduled reviews
- Annual comprehensive financial review
- Annual beneficiary and estate-planning checkup
Individual & Family Stewardship™
$750 implementation,
Includes will preparation
then $149/month.
Best suited for individuals and families who want an organized financial foundation and an ongoing stewardship relationship.
Will preparation is included with implementation.
Legal documents are prepared through an appropriate qualified legal provider as part of ZenGee’s coordinated planning process. ZenGee also helps identify planning needs and coordinate with qualified attorneys, tax professionals, insurance professionals, lenders, investment professionals, and other specialists.
Legal documents are prepared through an appropriate qualified legal provider as part of ZenGee’s coordinated planning process. ZenGee also helps identify planning needs and coordinate with qualified attorneys, tax professionals, insurance professionals, lenders, investment professionals, and other specialists.
Private Family Office™
Manage your family like the enterprise it is.
Family-office disciplines can benefit families long before they become ultra-wealthy. Bring the moving pieces into one ongoing relationship.
Everything above, plus
- Comprehensive family balance sheet and net-worth tracking
- Asset and liability tracking
- Trust preparation included with implementation
- Business and real-estate ownership review
- Protection and wealth-transfer planning
- Family governance and future-generation preparation
- Coordination with appropriate legal, tax, insurance, lending, and investment professionals
Q1
Strategy & goals
Review objectives, balance sheet, cash flow, priorities, and asset strategy.
Q2Protection & estate
Review estate planning, beneficiaries, insurance, ownership, and asset titling.
Q3Growth & opportunity
Review business, real estate, investments, and major financial opportunities.
Q4Annual family review
Review progress and priorities for the coming year.
Private Family Office™
$1,500 implementation,
Includes trust preparation
then $349/month.
No minimum net worth is required. The right relationship is one that gives your family greater coordination and direction.
Trust preparation is included with implementation. Legal documents are prepared through an appropriate qualified legal provider as part of ZenGee’s coordinated planning process.
Schedule your discovery