Today only 30% of families will successfully retain their wealth over two generations and only 10% will successfully retain their wealth over three generations.
In doing this we are committed to the following:
Connecting, facilitating, mentoring and teaching multi-generational purposeful, prosperous families and their advisors.
Our highest value is family prosperity! Our aim is to help your family to avoid destructive breakdown and to secure its prosperity for multiple generations.
John Castagnini saved my relationship with my son. I suffered a 13-year custody battle. Our son had suicidal ideations. I sold my house, liquidated my savings and went into a quarter million dollars in debt to finance the legal fees. I’d gone to therapists, energy healers and gurus. Yet, in the end my son wanted to live exclusively with his dad and blocked me from even texting him. Then I met John and committed to his equilibration training. His knowledge and expertise have enabled my son and I to enjoy the perfect mother/son relationship for now, according to our values and hearts’ truth. I am forever grateful for his help.
Nicholas uses both his personal, as well as his professional, experience and expertise to help families retain their wealth for multiple generations. He has created a unique service and unlike most professionals, takes the time to seek to understand the problems faced by each family before providing them with a bespoke service to best suit their needs. I enjoy working with him and the Charles Group because they have similar values to us when working with clients.
Alistair’s excellent coaching style and ability to get us visualizing what success looks like was a huge contributing factor in creating what I believe to be a powerful purpose statement, along with a clear vision and values which now run through everything we do. I would recommend Alistair to anyone who wishes to challenge themselves and transform any aspect of their lives.
Nicholas Charles FCCA is a generational wealth expert, author, property investor and tax advisor.
Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon.
Nicholas specialises in family prosperity advice, tax planning and asset protection. For over 20 years he has managed to build up a network of the world’s leading professional experts in niche fields including business coaches, lawyers, fiduciaries, technology experts, tax advisors, private banks and wealth managers.
Know MoreNicholas Charles FCCA is a generational wealth expert, author, property investor and tax advisor.
Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon.
Nicholas specialises in family prosperity advice, tax planning and asset protection. For over 20 years he has managed to build up a network of the world’s leading professional experts in niche fields including business coaches, lawyers, fiduciaries, technology experts, tax advisors, private banks and wealth managers.
Know More