The DreamCatcher Mission
Many of our clients have accumulated their wealth over time; in some cases, over multiple generations. Others have come into their wealth more recently through an inheritance or a liquidity event such as the sale of a business. When it comes to serving our clients, our mission is to help our clients enhance, protect and enhance their family's wealth for generations to come.
|
- SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to inter-generational wealth, sustainability depends on the extent to which an individual's or family’s values are passed on from one generation to another.
enhance |
protect |
sustain |