Banther Family Advisors follows a proven process for identifying individual’s goals while building a stronger family bond. Working with you, your financial planner, and an estate attorney, we will implement the following:

Step 1—Understand the Family Story (history, the family background and the family members)

Step 2—Meet with Individual Family Members (explore their personal goals, frustrations and dreams)

Step 3—Develop a Family Communication Blueprint (conflict resolution, proactive and supportive behavior)

Step 4—Facilitate Family Development of a Mission Statement (Where are we going? Why? What is our purpose as a family?)

Step 5—Implement Personal Growth Strategies (financial plan, estate and next generations plans)

Step 6—Facilitate Regular Family Council Meetings (agenda, action plan, ensure agreement among the family members)

Step 7—Encourage Family Celebration (establish lasting memories, role models and family ties)