Living Well Family Office

A holistic approach… Living Well is a holistic approach to supporting the family through vision retreats, family lifestyle best practices, and financial wellness. Through education and organization in leadership, management, and family lifestyle best practices. Living Well allows a family to build a legacy through intentional, purposeful, and passionate living. Family is the greatest gift, it is the gift that sustains core values and strength. A next-generation family office… A family office is specific to each family, Living Well offers a holistic approach to creating a unified, steadfast family office which understands and supports the family’s unique needs and desires. Living Well’s next-generation family office focuses on three main areas: Vision & Wellness Retreats, Financial Wellness, and Family Lifestyle Best Practices. Many firms that cater to families with high net worth and Multi-Family Offices focus solely on managing the family’s finances and wealth. We at Living Well believe that money should be viewed as the fuel to advance the family’s passion, purpose, and wellness.