Affiliations and Resources

 

Family Wealth Counselors of America

Family Wealth Counselors of America, located in Franklin, Indiana, developed the Family Wealth Counseling Process and the Comprehensive Estate Planning Software which is the basis for our ability to use charitable strategies to reduce or eliminate estate taxes.

Family Wealth Counselors of America has a staff of highly trained planners in Indiana which act as planning consultants to our planning team upon request.

 
 
 

Jay Link
President, FWCA

Jay Link, the President of the Family Wealth Counselors of America, is the primary author of the book Getting to the Heart of the Matter, where Don Mehlig was a contributing author.

Jay was also the founder of the Professional Mentoring Program where Don and Dennis Branconier received their training in Family Wealth Counseling.

 
 
 

The International Association of Advisors in Philanthropy

The International Association of Advisors in Philanthropy is composed of over 100 Family Wealth Counseling firms. We generally meet two times a year for a 3 day program on current developments in estate and charitable planning.

Membership is composed of lawyers, accountants, investment and insurance professionals who have completed the Professional Mentoring Program and dedicated their careers to the practice of Family Wealth Counseling.

 
 
 

Legal Specialists

We also maintain a roster of nationally prominent legal specialists who will assist us and our client's attorneys as special council when needed for specific legal solutions.

 
 
 

Entre Nous

Family Wealth Counseling, Inc. is a member firm of the Entre Nous Group. Each member firm is also a member of the National Association of Family Wealth Counselors.

The Entre Nous members meet at least two times a year preceding the semi-annual meeting of the National Association to discuss current legal developments and share creative ideas on how to apply planning tools and techniques.

This group also serves as an informal source of information and ideas available to us throughout the year and to discuss client specific planning issues (anonymously, of course).

Members:

Wealth Transfer Solutions, Inc., Pittsburgh, PA
Creative Planning, Inc., Overland Park, KS
BTA Advisory Group, Newport Beach, CA
Legacy Resources, Northbrook, IL
The Hester Group, Kosciusko, MS
Tamar-Fink, Inc., Saint Paul, MN

 
 
 
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