LifeStream provides families with visionary thought partners, expert strategists and sophisticated investors, banded together into one highly focused team of experts. Our practice provides the bridge that you need to cross into the ranks of America's wealthiest families. Somewhere in between having little or a little more and having more than enough, you may want to transcend the patchwork set of financial products and salesman that have surrounded you up to this point. We serve best those families who know that they require a holistic plan that covers several generations and may span more than a few decades.LifeStream fills the gap when money moves from being a blessing to becoming burdensome. We can provide managmenet of every detail of your financial world so you can choose how you spend your time enjoying life's journey. Our holistic service model integrates a wides range of legal, financial and tax expertise so that our execution can help deliver to you the best chance of achieving the goals you find most important. Rather than act as a "one stop shop," we side with the legendary Jack Welch, who said "You shouldn't have something in your back office that exists in someone else's front office." In other words, do what you do best and outsource the rest. That's why we're able to help allied professionals deliver their best efforts on your behalf.LifeStream Advisors act purely as fiduciaries. We don't accept custody of your funds and we don't accept commissions. Our process is transparent and objective. The wellbeing of your whole family is our highest and only purpose. Our only loyalty is to to you.Whether you've recently sold a business, inherited wealth, or have a pending retirement, we're skilled at providing the clarity you need for managing the complex challenges you face. We're there for you whether you need to design generational wealth strategies, trust and estate planning, tax management, or family governance, and reporting and accounting.