Obtaining and managing great wealth requires more than overseeing financial transactions. PCG’s Wealth Optimization™ system blends two powerful concepts: The Legacy Planning System™ and The Quadrant Living Experience™ . First, our advisors employ the Quadrant Living Experience™, a values discovery system designed to help highly affluent individuals identify the facets of their lives - the tangible and less tangible - that drive their decisions and establish their priorities. Then, based on your increased clarity and understanding of your values, the Legacy Planning System™ helps us design plans that use your true assets for the greatest benefit – now and for future generations.
For example, consider the talents and awards of a champion golfer. What is the more enduring and desirable asset – his swing or his trophies - his financial gains or his talent? In the same vein, The PCG Wealth Optimization System ensures that your core and financial assets are carried forward – more than a generation at a time – but across four or more generations in meaningful and sustainable ways.
Enrichment of Core Assets, Capture of Experiential Assets and Optimization of Financial Assets are perpetuated through the structure and management provided by a comprehensive concept we call the Empowered Quadrant Bank.™
The Empowered Quadrant Bank™ is a unique structure of inter-linked entities combined with expertly drafted documents that coincide with your families True Wealth™ and Wealth Optimization Plans. This structure provides ultimate choice and control of your wealth, at the same time creating an environment in which family stewardship and values transfer can be accomplished.