— Trusted family office services • Est.2018 —
We Enrich Your Family By Securing Your Legacy
with Clarity, Continuity and Confidence. —
We build and manage the family legacy infrastructure your family’s legacy deserves.
— The System
You've Built the Wealth
Most families have. What they don't have is a system to organize it, coordinate it, and prepare it for what comes next.
We build and manage that system.
So everything your family depends on is organized, connected, and ready — nothing lost, nothing missed, and nothing left to chance.
— The Challenge
Wealth is Built. It's Rarely Organized
For many families, the challenge is not building wealth — it's managing it. Without a system, even well-built financial lives can be difficult to manage, transition, or pass on. And, the greatest risk is not having having nothing in place. It is having everything in place — and no one knows where it is, how it works, or what to do.
Unfortunately, families fail to build or implement a system.
When it matters most, things fall apart. Not because wealth wasn't built — but because no system was in place to organize it, coordinate it, and keep it current.
94%
94% of families have no system to maintain and update information over time
92%
92% of families accounts are spread across multiple institutions
90%
90% of families lack real-time clarity into their financial picture
88%
88% of families have important documents that are scattered or missing
87%
87% of families critical information is not prepared for emergencies.
81%
81% of families estate plans are incomplete or outdated.
79%
79% of families legacy intentions are not clearly documented.
72%
72 % of families business and personal affairs are disconnected.
* Based on internal assessments across prospective client families, 2021 – 2024.
— What We Do
Your Family's Legacy Infrastructure
We don't sell financial products. We don't provide legal or tax advice. We build and manage the legacy infrastructure that keeps everything organized, connected, and working the way it should. We don't compete with your advisors. We complete the picture around them with Clarity, Contiuity, and Confidence — flat fees, no commissions, one trusted point of contact.
Wills, trusts, healthcare directives, and insurance — organized, linked, and accessible. We identify gaps and ensure your estate documents reflect your current wishes.
Real-time oversight of accounts, balances, and activity across all institutions. Full clarity into your family’s financial picture —always current, never scattered.
One trusted point of contact across your attorney, CPA, and financial advisors. Alignment, communication, and continuity across your entire professional team.
Roles, responsibilities, and decision-making frameworks — clearly defined so your family knows exactly what to do and who to call in any situation.
Marriage, birth, retirement, business transition, caregiving — we prepare your family for real life changes before they happen, with structured planning and support.
Family narrative documentation, values articulation, charitable strategy, and generational continuity planning. Your story preserved and passed forward intentionally.
— How We Work
Your Family's Legacy Journey
Every family is different. Our process brings clarity, organization, and peace of mind — one step at a time. We begin with a structured discovery and stay with you through every life transition.
INTRODUCTION
Initial Conversation
DISCOVERY
Family Discovery
ASSESSMENT
Family Wealth Assessment
Implementation
Implementation & Advisory Alignment
Ongoing • Retainer
Ongoing Support & Coordination
I.
II.
III.
IV.
V.
INTRODUCTION
Initial Conversation
discovery
Family Discovery
ASSESSMENT
Family Wealth Assessment
IMPLEMENTATION
Implementation & Advisory Alignment
ONGOING • RETAINER
Ongoing Support & Coordination
— Client Portal
Your Family's Operating System
A clear view of your entire family legacy — what's organized, in progress, and what requires attention.
Estate Structure
All important documents in one place
Wills, trusts, insurance account details, and critical records — organized in your secure client portal, not scatterred across email threads and filing cabinets.
Financial Visibility
A clear view of your financial life
A complete map of your accounts, institutions, and balances — organized in your secure client portal so you and your family can see the full picture at any time.
Advisor Coordination
Your advisors aligned and informed
A centralized record of your full advisor team. Certified Public Accountants, attorneys, financial advisors — coordinated, connected, working together.
Family Operating System
A system your family can rely on
Authorized family members have access to exactly what they need — no searching, no guessing, whether planned or unexpected.
Action Items
Ongoing updates as life evolves
Quarterly reviews, life event guidance, and continuous maintenance — your family's operating system stays current as your family's life changes.
Legacy Preservation
A legacy your family understands and carries forward
Your family's values, stories, intentions, and wishes — documented and preserved so future generations have clarity, not confusion, about what matters most.
— Pricing
A Clear Path Forward —
Transparent, Value-Driven Engagements
One-Time • Discovery
Family Wealth Assessment
$2,500 — $ 10,000
A one-time structured engagement delivering a readiness assessment and prioritized action plan. Starting at $2,500;
High Net Worth $7,500
- Family Snapshot (Assets, Documents, People, Obligations)
- Gap Analysis across Estate, Financial Visibility & Beneficiaries
- Legacy & Story Assessment
- Family Readiness Scorecard (1-10)
- Continuity Scenario Tests
- Discovery Report & Prioritized Action Plan
Foundation
Entry-level clarity & ongoing maintenance-
INCLUDES
-
Secure client portal access
-
Quarterly system review
-
Document & dashboard updates
-
Annual checklist & reminders
-
Light coordination support
Continuity
Active coordination + administrative support-
EVERYTHING IN FOUNDATION, PLUS
-
Advisor coordination | CPA, attorney, etc.
-
Ongoing updates & monitoring
-
Priority support
-
Life event guidance
Legacy Office
Full family office experience-
EVERYTHING IN CONTINUITY, PLUS
-
Full coordination across all advisors
-
Life event management
-
Family governance & planning
-
High-touch availability
— Insights
Your Family's Legacy Infrastructure —
In One Secure Place
A clear view of your entire family legacy — what's organized, in progress, and what requires attention.
Estate Structure
All important documents in one place
Wills, trusts, insurance account details, and critical records — organized in your secure client portal, not scatterred across email threads and filing cabinets.
Financial Visibility
A clear view of your financial life
A complete map of your accounts, institutions, and balances — organized in your secure client portal so you and your family can see the full picture at any time.
Advisor Coordination
Your advisors aligned and informed
A centralized record of your full advisor team. Certified Public Accountants, attorneys, financial advisors — coordinated, connected, working together.
Family Operating System
A system your family can rely on
Authorized family members have access to exactly what they need — no searching, no guessing, whether planned or unexpected.
Action Items
Ongoing updates as life evolves
Quarterly reviews, life event guidance, and continuous maintenance — your family's legacy infrastructure stays current as your family's life changes.
Legacy Preservation
A legacy your family understands and carries forward
Your family's values, stories, intentions, and wishes — documented and preserved so future generations have clarity, not confusion, about what matters most.
— About Us
Your Family's Legacy Infrastructure —
In One Secure Place
A clear view of your entire family legacy — what's organized, in progress, and what requires attention.
Estate Structure
All important documents in one place
Wills, trusts, insurance account details, and critical records — organized in your secure client portal, not scatterred across email threads and filing cabinets.
Financial Visibility
A clear view of your financial life
A complete map of your accounts, institutions, and balances — organized in your secure client portal so you and your family can see the full picture at any time.
Advisor Coordination
Your advisors aligned and informed
A centralized record of your full advisor team. Certified Public Accountants, attorneys, financial advisors — coordinated, connected, working together.
Family Operating System
A system your family can rely on
Authorized family members have access to exactly what they need — no searching, no guessing, whether planned or unexpected.
Action Items
Ongoing updates as life evolves
Quarterly reviews, life event guidance, and continuous maintenance — your family's legacy infrastructure stays current as your family's life changes.
Legacy Preservation
A legacy your family understands and carries forward
Your family's values, stories, intentions, and wishes — documented and preserved so future generations have clarity, not confusion, about what matters most.
— Why Families Choose Us
Client Stories
— Questions
Frequently Asked
Transparency is our driving factor. Honest answers to the questions families ask most.
Financial advisors manage investments. Estate attorneys handle legal documents. CPAs handle taxes. We coordinate across all of them — and manage everything in between. We don’t replace your existing advisors; we make them work together for your family.
We help families build their foundation for a legacy worth protecting — through intentional organization, advisory coordination, and ongoing alignment support. Enrichment isn’t just financial. It’s clarity, peace of mind, and knowing your family will be prepared for whatever comes next.
After your initial Family Wealth Assessment, most families move into a retainer relationship. Retainers are tiered by complexity and intensity of coordination — Foundation (quarterly refresh), Continuity (ongoing alignment), or Legacy Office (executive-level support). All include access to secure client portal.
Absolutely. Our tiers grow with your family. Many clients start at Foundation and move to Continuity. Tier changes take effect at the next billing cycle.
Not at all. We serve families across diverse financial backgrounds. The need for organization, continuity, and legacy preparation exists at every level of wealth. Every family deserves clarity about their future.
We begin with a short private introduction to understand your family, your priorities, and where things may feel fragmented or unclear.
From there, we move into a structured Family Wealth Assessment — a current-state review of your family’s legacy infrastructure, covering documents, accounts, estate plans, advisor relationships, and legacy intentions. All new clients begin here.
This gives clarity first — then we decide together what ongoing support, if any makes sense for your family.
Request a Private Introduction
About Us
Wealth Enrichment Advisors provides trusted family office services for meaningful value preservation. We help families get organized, preserve value, and protect legacy through intentional organization, advisory coordination and ongoing support.
We Believe
The most important investment you can make is in the future of your family.
Our Story
Established in 2018, we answered the calls of America’s families demanding for economic empowerment, economic inclusion, and financial literacy.
Our Value
Client Centered
Family Focused
Empathetic
Respectful
Committed to Excellence
Our Mission
Our mission is simple: Enrich families by securing legacies.
Your Trusted Advisor
Michael R.B. Anderson
Founder & Principal Advisor
Brief 2–3 sentence bio. Focus on why you started WEA, who you serve, and what drives your commitment to family legacy. Keep it personal and warm — not a résumé.
View Professional Background →What We Provide
- Family wealth organization & centralization
- Secure digital family vault (client portal)
- Document inventory & gap analysis
- Advisor coordination & alignment
- Legacy planning framework & guidance
- Ongoing maintenance & life transition support
What We're Not
- A registered investment advisor (RIA)
- A law firm or estate attorney
- An insurance or product broker
- A CPA or tax preparer
We work alongside your existing professionals — attorneys, CPAs, and investment advisors — to ensure everything is connected, current, and clear.
Families We've Helped Organize & Protect
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