ELEVARE: Latin [verb]:

“Elevare” is Latin for elevating something to a position of higher prominence and stature. As the name implies, our work elevates the process of Generational Wealth and Business Transition to a position of higher prominence and stature.  The words wealth and capital mean many things to different people, but we understand that if a family is to truly thrive and have positive impact on themselves and the world for many generations, they must recognize, appreciate, organize and preserve their Human Capital, in order to ultimately sustain and preserve their Financial Capital.  We work with families that want to use their capital for the joy, betterment and benefit of each family member, the family itself and in the world where they feel stewardship and want to make a difference.

what we do

Fee based Generational Wealth and Business Transition Consulting  and Technical Life Insurance Services.

About Us

Over 35 years assisting families of wealth in modeling and implementing positive outcomes in their transitional estate and succession plans.

Contact

Let's talk. Together we will elevate the experience, process and outcome for your family.

Like a snowflake, each family is unique with distinct capital, characteristics, capabilities and potential. Our work, with the direct participation of the families, explores the possibilities. We help each family recognize their unique capabilities so they can create an environment where all family members can thrive in order to allow their family capital to become self perpetuating for generations.