At the Alchemia Group we are helping our clients think & act differently in regards to their wealth and its impact on thier family - because we know it is more than just numbers and plans, it's the Balance of Art & Science with Pragmatism and Vision.
Money represents different values for different individuals. Depending on one’s personal outlook, financial assets may be seen as freedom or security, respect or self-worth, connection to the future or a link to thepast. Like the alchemists of antiquity, THE ALCHEMIA GROUP focuses on transformation – the conversion of the family’s tangible financial assets into the impact and empowerment they hope those assets have for future generations and society as a whole. Applying innovative, transformational thinking to the questions of family and wealth unlocks an array of inspiring possibilities. This discovery process yields stunning results, helping clients to achieve their most deeply felt goals and empowering future generations to do great things.
THE ALCHEMIA GROUP founder Tim Belber puts it this way, “I help clients connect their own unique vision for the future with the most sophisticated and appropriate tools to achieve those goals in the most principled, ethical way.” This holistic approach to wealth and money is built on the notion that each client possesses five kinds of capital:
We start by setting aside the financial, and talking about the other four capitals – what is most important to each person and family? Then we design a structure to support that vision. We keep circling back to the core question – what can I do to enhance my life and that of my family? That’s where the ‘aha! moments’ happen. You can see more detail on the Five Capitals here.
Too many advisors just want to talk about the tools of their trade. When you start with a vision and an expansive understanding of what’s possible, the results can be tremendous.”