Intentional wealth is wealth with a purpose — wealth that is not only accumulated but consciously structured, stewarded, and directed. It involves strategic planning to increase your worth, secure wealth transfer across generations, and support philanthropic intentions.

Intentional wealth has two key aspects:

  1. Keeping or amassing wealth
  2. Passing it on — to someone or something else

At The Cecily Group, we support families across both dimensions.

Keeping and Creating Wealth Effectively

We begin by identifying where wealth may be draining — where performance is weak, or where costs are unnecessarily high. Alongside other professionals, we assess the tax and legal structure of your wealth to ensure efficiency. This is the traditional “family office” work, and it’s essential to building a solid foundation.

Distributing Wealth Strategically

We also guide clients through the process of distributing their wealth — with intention. Instead of defaulting to inheritance as the end game, we help families actively decide what happens next. Through thoughtful planning, clients can define how their wealth reflects their values, relationships, and vision for the future.

The Four Abundances Framework for Wealth Intentionality

Once your strategy for building and using wealth is in place, we turn to what we call the Four Abundances — the pillars of meaningful wealth planning:

1. Abundance of Wealth

How can I keep and create more wealth?

We contribute to your financial efficiency through:

  • A detailed analysis of your investments, using our reporting tool to uncover inefficiencies.
  • An Investment Policy Statement that aligns your goals with asset manager strategies — including ethical considerations and long-term objectives.
  • A “bird’s-eye-view” report of all investments, making performance across managers and banks easy to compare.

💬 “Achieving an Abundance of Wealth requires strategic planning, effective management, and a deep understanding of financial instruments. Wealth is not just about accumulating assets but about ensuring these assets are well-managed and aligned with the family’s long-term goals.”

— Read more here: Abundance of Wealth: A Pillar of the Four Abundances

2. Abundance of Time

How do I want to spend my time?

We help free up your time by:

  • Taking on administrative complexity, so you can focus on long-term planning instead of reactive tasks.
  • Suggesting changes to processes or personnel to ensure smoother daily operations.
  • Coordinating with trusted partners to delegate tasks, giving you the bandwidth to pursue meaningful projects.

💬 “True wealth of time is the ability to work with foresight, planning, and a sense of control, without feeling rushed.”

— Read more here: Abundance of Time: A Pillar of the Four Abundances

3. Abundance of Relationships

How much do I want to invest in relationships?

We support you in developing networks that work — personally and financially:

  • Building a cohesive, collaborative advising team aligned with your values.
  • Recommending long-term-focused institutions and asset managers.
  • Using our Family Council Module to strengthen internal family bonds and navigate wealth-related dynamics.

💬 “Relationships protect people from life’s discontents, help to delay mental and physical decline, and are better predictors of long and happy lives than social class, IQ, or even genes”

— Read more here: Abundance of Relationships: A Pillar of the Four Abundances

4. Abundance of Purpose

What kind of legacy do I want to create?

Through the Family Council Canvas, we help you define your family’s vision and values:

  • Creating a space for family members to articulate goals and find shared direction.
  • Assessing family members’ unique abilities to match responsibility with strengths.
  • Structuring family roles and support systems to align with your collective purpose.

💬 “Family purpose is a long-term goal shared across generations that becomes meaningful to younger generations as they form their plans to accomplish acts of consequence beyond themselves.”

— Read more here: Abundance of Purpose: A Pillar of the Four Abundances

Real-World Results

  • We helped a family reduce asset management costs by 0.5% and increase performance by 0.6% annually — a 1.1% improvement.
  • Another family used their new Investment Policy Statement to shift toward value-aligned investments, adding both performance and peace of mind.
  • We created a virtuous match between a client and asset manager whose strengths complemented one another — unlocking new philanthropic possibilities.
  • For one client, we facilitated realistic entrepreneurial goals for their child, helping turn an idea into a viable venture by assembling the right resources.

Why This Matters

Intentional wealth planning strengthens your legacy from the inside out. When structured early and aligned with shared values, wealth becomes a unifying force rather than a divisive one. Your family gains clarity, purpose, and the tools to carry your vision forward — not just financially, but meaningfully.

We help you create a framework that evolves with time, so it can serve your goals now and in the future — for your children, your causes, and your peace of mind.

“If you truly build the house of your values together, and put in everyone’s ideas, no one will want to tear it down.” — Nicholas Schwarz