The Foresight Factor®

Throughout our firm’s four decades of supporting high net worth families, family businesses and growth-minded organizations, and their longstanding advisors, we have observed some recurring themes.

Complex areas of sophisticated planning, and the insurance and financial vehicles required for execution, are often addressed at surface level or face-value.

Consider what happens when you take a multi-layered challenge, and merely skim the surface of the issues, prior to formulating a hypothesis or an action plan. There’s a high degree of likelihood that the trajectory will underserve, mis-serve or disserve.

Planning at your level requires a deeper dive of relationship capital and intellectual capital than warranted in many everyday planning scenarios.

It’s akin to facing a strategic planning initiative and choosing to fast-forward, skipping over key perspectives or potholes, and expecting the outcome to endure strategically. The disconnect between intention and process invites a minefield of missed opportunities and unintended outcomes.

The Foresight Factor is a planning model that helps families, organizations and their existing, longstanding advisors eliminate this challenge.

Our model seeks to thoroughly protect the unpredictable events of life, knowing that planning at your level requires a deeper dive of relationship capital and intellectual capital than warranted in many everyday planning scenarios.