Evolving Families · Business/Wealth
Principles, Purpose, Passion
Jeff Savlov is a family business and wealth consultant serving family businesses, high net-worth families, family offices and their advisors with a focus on balancing family dynamics with ownership, management and leadership of shared assets across generations.
Family Wealth Consulting
Jeff helps families who have accumulated significant wealth ensure their wealth serves current and future generations in healthy and productive ways. He is an expert at helping families manage the balance between family (an emotional system of relationships) and business/wealth (economic systems) so the family flourishes and evolves – guided by Principles, Purpose and Passion. Read more »
Family Business Consulting
Whether through ownership of a single business or of varied and complex assets, families encounter increasingly complicated decisions that have the potential for family conflict and business/financial missteps as they move through generations. Jeff works with families to understand and effectively manage their dynamics and increase the potential and stability of both family and enterprise. Read more »
Family Advisor Education & Collaboration
Through coaching, interactive workshops and client collaboration, Jeff helps advisors and their firms gain an edge over competitors in serving enterprising families. When he works alongside advisors with their clients, he adds depth to the understanding and management of family dynamics and governance. He will train and develop family advisors to skillfully provide clients with greater value through better execution of plans, and improved ability to assess and work productively with the complexity inherent in enterprising families. Read more »
Purposeful Legacy Family Project
Raising children in the context of wealth has challenges and opportunities. Many parents avoid any discussion of the family’s fortunate circumstances for fear this will reduce the children’s motivation and lead to a sense of entitlement. Jeff developed a program to help parents open the discussion in a healthy way, start developing the next generation to be responsible stewards, and teach parents about intentional and thoughtful parenting in the context of wealth. Read more »
Family Minute Business Blog
Jeff was interviewed by Jane Scaccetti of Drucker and Scaccetti – “The Tax Warriors .” Really more of a conversation between friends, sprinkled with great questions from attendees, they discussed wealth transfers within families. Please have a listen . Among the most significant insights for attendees was how early this process Read more »
My friend and colleague, Michael Palumbos of Family Wealth & Legacy, LLC , has founded the Upstate NY Family Business Group. The inaugural Upstate New York Family Business Day Symposium will take place September 24, 2019 in the greater Rochester, NY area. I’ll be giving an opening keynote entitled “Cracking the Family Business Code” in Read more »
In The News
How and When to Talk to Your Children About Money
Talking about family money is similar to talking to kids about sex. There is such a thing as too much, too soon.
Keeping the Family Tree Alive
A lot of what makes these families successful is family first.
Article by Jeff Savlov about raising children under five in the midst of affluence.
Jeff Savlov was instrumental in getting our family to sit down and to examine what is most important to us in terms of family values, especially in the financial realm. The hours we spent with Jeff, and individually, expressing what was important to our family and what kind of a legacy we wanted to leave was an enriching experience for our family. We would recommend Jeff’s services to any family that is ready to take their communication and family management to the next level.Dave and Jenn Buckwald, Colts Neck, NJ
Jeff’s presentation creatively addressed issues and themes that our members routinely encounter in the estate planning practices. The manner in which he presented the material brought to life and elucidated recurring dynamics of family-owned businesses. His presentation was among the most interactive and participatory of continuing education sessions we’ve hosted in recent years.Jonathan F. Justice | Vice President 2017-18, Estate Planning Council of Bergen County, Inc.
I have known Jeff Savlov for years, and have high regard for him as a family business consultant. I hired him to speak on the topic of Siblings In The Family Business: Love, Hate And Profitability. His material was insightful, and made sense to the audience of many family businesses from a wide assortment of industries. His intelligence, humor and ability to connect the dots makes him a very effective teacher and guide.Ira Bryck | Family Business Facilitator/Advisor and Radio Host