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 »


blum_and_savlov_family_wealth

blum_and_savlov_family_wealth_advisors

blum_and_savlov_family_wealth_consulting

Family Minute Business Blog

Inheritor Bias

Inheritor Bias

November 19, 2024

This article by Business News Daily quotes one study which found that 68% of ultra-high-net-worth individuals (UHNW = $30 million or more) were self-made. The article refers to a second study by Fidelity Investments which found that 88% of all millionaires are self-made. In these studies, Read more »

Fall on Your Sword

Fall on Your Sword

September 26, 2024

I speak regularly around the United States on the topic of families and wealth. Areas of focus include developing communication, high-functioning family ownership groups, managing inevitable conflict, distinguishing between non-working family owners and family members who work in the business Read more »


In The News

ny_times

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.

Read More »

ny_times

Keeping the Family Tree Alive

A lot of what makes these families successful is family first.

Read More »

blum_and_savlov_press_logo

Building Character

Article by Jeff Savlov about raising children under five in the midst of affluence.

Read More »

TESTIMONIALS