Wealth Consulting

Sally Alspaugh CAP™ helps high net worth individuals and families clarify the values in their life in order to help create, preserve, and transfer wealth.

Our strategies help you transform involuntary taxes into voluntary philanthropy and maximize the wealth passed on to future generations. Sally’s philanthropy coaching services for families are highly customized and designed to…

  • Help multiple generations for multiple generations with a long term approach to philanthropy
  • Help families determine their philanthropic goals
  • Help families determine their values and matching those values to their charitable giving
  • Develop a Giving on Purpose statement that leads to an Annual Giving Plan
  • Map the family tree and learn family stories about money
  • Chart the charitable causes and institutions given to in the last 3 years for obligation, program, relationship and passion gifts
  • Help families find charities that meet their goals and values, or position families to be found by those charities
  • Write gift agreements that hold charities accountable
  • Develop a Junior Board of directors for family foundations
  • Determine roles and structure for grandchildren
  • Structure a family succession plan

With over 30 years experience in the financial world, Sally helps clients achieve clarity about their wealth. With a process that starts with discovery and design, through recommendations and implementation, ending with management for the future, if needed, Sally can help you transform confusion and fear into clarity and confidence.

Would you like to know more? We suggest reviewing our helpful Questions & Answers. For more on Sally’s experience and qualifications, read Sally’s Biography.

Contact Us

For an informal introductory conversation, call or e-mail at (513) 618-6565 or simply send us a note.

Sally’s Bookshelf

Bookshelf Browse Sally’s personal bookshelf of recommended reading with synopses and links for online purchase.

 

Articles & Information

Articles Articles by Renata J. Rafferty, a leading advocate for informed philanthropy, and other informative snippets and reprints.
 

Family Retreat

Retreat A 2-day retreat to settle family issues and clarify wishes, goals, values, and beliefs in a quiet setting. Samples of a Family Letter of Intent.
 

Case Studies

Case Study Disinheriting the IRS: How the Mastersons built a legacy of voluntary philanthropy instead of involuntary estate taxation.