About Us
James S. Rieger, Founder
For more than 40 years, James has helped business owners and families with significant wealth plan for succession, philanthropy, and legacy. He does not manage investments. He brings together the right specialists, including attorneys, CPAs, financial advisors, and family facilitators, and keeps the plan coordinated around the family’s goals.
James works with the clients of CPAs, attorneys, and philanthropic consultants. He spoke on a panel at the Financial Policy Council Power Summit in New York City.
Most family wealth doesn't survive to the third generation. The cause is rarely taxes or investments. It is heirs who were never prepared and families who never learned to communicate. We first help families get ready, then build the plan around what the family decides it wants.
Our Mission
Our mission is to serve every client with exceptional care and complete dedication, and to bring together advisors whose work exceeds the family’s expectations. James believes excellence honors God and serves the community.
Without good advice, everything goes wrong— it takes careful planning for things to go right.
The Holy Bible: The Contemporary English Version (Pr 15:22). (1995). Thomas Nelson.
How We Work
1. Family first.
Experienced facilitators lead structured family meetings that help parents and children build trust, communication, and a shared vision for the family’s wealth.
2. Then the plan.
With the family’s goals clear, we bring in estate planning attorneys, CPAs, and advisors to design a plan that reflects what the family actually wants.
3. Clear choices.
Where life insurance may help, such as paying estate taxes, funding buy-sell agreements, or equalizing inheritances, we show the plan both with and without it. The family decides.
The Financial Policy Council
Additional Information
The Financial Policy Council is a 501(c)3 non-profit organization designed to give its select group of supporters the opportunity to have direct dialogue with the nation’s quintessential powerbrokers and policymakers by producing and promoting content through events, online presence and face-to-face meetings that educate the public about relevant and timely topics including Technology, Finance, Real Estate and current affairs (domestic and global) and their impact on wealth creation.
