What We Do

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For Families and Business Owners

We’re dedicated to helping you manage the risk and reward of everyday life, recover from the unexpected, and realize your highest purpose.

Our work is primarily focused on investment management, retirement planning, and family legacy design. Every client engagement begins with a customized Family Wealth Blueprint which is specifically designed to deliver more clarity, confidence, and contentment in your financial life

[klar-i-tee]

noun

1. clearness or lucidity as to perception or understanding; freedom from indistinctness, ambiguity, or .

2. the state or quality of being clear or transparent to the eye; the clarity of purpose.

3. from Latin clāritās, from clārus clear, intelligibility, exactness, simplicity.

[kon-fi-duh ns]

noun
1. full trust; belief in the powers, trustworthiness, or reliability of aperson or thing: We have every confidence in their ability to succeed.

2. belief in oneself and one’s powers or abilities; self-confidence; self-reliance; assurance: Her lack of confidence defeated her.

3. a secret that is confided or imparted trustfully: The friends exchanged many confidences over the years.

4. in confidence, as a secret or private matter, not to be divulged or communicated to others; with belief in a person’s sense of discretion:

I told him in confidence.

[kuh n-tent-muh nt]

noun

1. the state of being contented; satisfaction; ease of mind.
2. the act of making contentedly satisfied.
3. pleasure, joy, exhilaration, bliss, contentedness, delight, enjoyment, pleasurable satisfaction, results from the possession or attainment of what one considers good: the contentment of being together with one’s family.

Family Communication | Mentoring | Pay it Forward

Every Family Can Design a Lasting Legacy that endures multiple generations with 3 Essential Building Blocks: Communication, Mentoring, and Generosity.

3 Building Blocks for a Lasting Legacy

BUILDING BLOCK #1: THE BEDROCK

— Family Communication

The Foundation fall for a lasting legacy is Clear Communication. Taking time to clearly communicate your vision, values, and purpose is the #1 Building Block because your stories, your experience, and your rich heritage is the substance of your family’s legacy.

— Your story will be far more valuable to the next generation than any amount of money. Your Family Wealth Purpose Statement doesn’t cost you anything and yet its one of the most valuable investments of your life.

Need help writing your  Family Wealth Purpose Statement? Click Here Now.

BUILDING BLOCK #2: THE KEYSTONE

— Family Mentoring

Trust is What Matters Most in any relationship. Mentoring is a great way to build trust. Family Mentoring is also the best way to build a lasting legacy for your family. The family legacy failure rate over the last two centuries has nothing to do with Estate Planning or Investment Management.

Mentoring the next generation is the #1 way to insure a lasting legacy for your family. Learn more about Family Meetings and Mentoring.

BUILDING BLOCK #3: THE TOUCHSTONE

— Pay it Forward

The true benchmark for any lasting legacy is generosity. Philanthropy goes beyond setting up an Endowment Fund or a Donor Advised Fund in the name of your Family. If you want to leave the next generation touched, moved, and inspired, doing good works together is like miracle grow for your family — and your legacy.

Start writing your Family Wealth Purpose Statement today so that you can Pay It Forward for the next generations.

Build on Purpose

3 Reasons to hire Family Wealth Builder:


Reason #1: Design a customized Family Wealth Blueprint,

Reason #2: Coordinate your financial team, and

Reason #3: To Get Things Done!

Jim Munchbach-Houston-Financial-Planner

Jim Munchbach

CEO and Founder of Family Wealth Builder.

Jim Munchbach, CFP®, CLU®, ChFC®, CPCU®

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Charles Schwab

Charles Schwab provides a full range of securities brokerage, banking, money management, as well as corporate retirement plans.

MoneyGuidePro

MoneyGuidePro®, created by PIEtech℠, makes our client experience consistent by delivering high quality financial plans.

Birkman Method Houston

Birkman Method

The Birkman Method helps unveil hidden qualities within each member of your family and the leaders in your business/advisory teams.

You can work with us in the way that suits you best, either pairing our services with your own team of Financial Advisors, or choose from our roster of specialists for a  comprehensive, integrated wealth management experience for your family or business.

Family Wealth Builder will help you customize the best approach for your financial situation.

No matter what your needs are, you’ll have access to a Certified Financial Planner™ professional who can help you customize, and execute your family wealth blueprint.