Trusted family office services
We Enrich Families
by Securing Legacies.
Organization, coordination, and continuity for the families who have built something worth protecting.
Est. 2018
Flat Fees • No Commissions
One Point of Contact
Secure Client Portal
"Families are increasingly seeking structure beyond traditional advisory models".
"High-income households often accumulate complexity faster than they build systems."
"The modern family requires more than advisors — it requires coordination.".
Advancing Family Wealth
Your legacy deserves
intentional care.
Families we serve spend a lifetime building wealth but very little time organizing and protecting it. Decisions become unclear. And in difficult moments, confusion can turn into conflict.
For many families, the challenge is not building wealth — it's managing it. Without a system, even well-built financial lives become difficult to manage, transition, or pass on.
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.
We solve this problem extremely well. Wealth Enrichment Advisors operates your family 's coordination layer — organizing your financial life, aligning your professional team, and maintaing continuity over time.
You've built the wealth.
Now build the system.
Most families have everything they need — accounts, advisors, estate plans. What's missing is the structure that connects it all and a trusted partner to keep it current.
Documents in Multiple Places
Estate plans, insurance, and account records exist — but your family couldn't find them quickly in an emergency.
Advisors Don't Communicate
Your attorney, CPA, and financial advisor each do their job well — but never in conversation with each other.
No Complete Financial Picture
Accounts spread across institutions with no unified view of your family's complete financial life.
Plans That Haven't Been Updated
Beneficiary designations and estate documents last reviewed years ago — before life changed significantly.
Legacy Not Yet Documented
You know what you want for your family — but it lives in your head, not in a structure your family can act on.
This is What We Solve.
One organized system. One trusted point of contact. Nothing left to chance.
Advancing Family Legacy
What we do for your family.
Your Family's Legacy Infrastructure.
We enrich your family by securing your legacy — One secure client portal. Everything your family needs — organized before it becomes urgent, and accessible when it matters most. We build it, maintain it, and keep it updated as your life evolves.
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
Keep what matters organized and secure. Roles, responsibilities, and decision-making frameworks — clearly defined so your family knows exactly what to do and who to call in any situation.
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.
One clear path
from start to legacy.
Every family begins with a Family Wealth Assessment — a structured engagement that delivers complete clarity before any ongoing commitment.
01
Introduction
An honest conversation about what matters most.
02
Family Wealth Assessment
A structured review of everything — accounts, documents, advisors, estate plans. You receive a Discover Report and Prioritized Action Plan.
03
Build Your System
We activate your family's infrastructure — digital organization, estate structure, financial visibility, and your secure client portal.
04
Ongoing Partnership
Reviews, updates, advisor alignment, life event management — all through one trusted point of contact.
Transparent,
value-driven engagements.
Flats fees. No commissions. No products. Structured retainers tailored to your family's complexity and needs.
One-Time • Discovery
Family Wealth Assessment
$2,500 — $ 5000 (based on complexity)
$7,500 — $ 10,000 (High Net Worth Families)
A structured engagement delivering a complete readiness assessment, gap analysis, and prioritized action plan. Where every relationship begins.
- Family Snapshot (Assets, Documents, People, Obligations)
- Gap Analysis across Estate, Financial Visibility & Beneficiaries
- Family Readiness Scorecard (1-10)
- Legacy & Story Assessment
- Continuity Scenario Tests
- Discovery Report & Prioritized Action Plan
Ongoing • Retainer
Ongoing Support
Continuity
Ongoing advisor alignment and support
Legacy Office
Full executive support and life event management
MOST FAMILIES START HERE
RETAINER • ONGOING
Continuity
Custom Pricing (based on complexity)
Ongoing coordination, advisor alignment, and administrative support. Most families move into this.
- Quarterly or Annual Reviews & Refresh
- Advisor alignment — attorneys, CPAs, trustees
- Life event management & transitions
- Beneficiary alignment checks
- Client portal access & maintenance
- Ad hoc family requests
We work alongside your existing professionals — attorneys, CPAs, and investment advisors — to ensure everything is connected, current, and clear.
— — — — —
PREMIUM • FULL SERVICE
Legacy Office
Custom Pricing (based on complexity)
A full family office experience for families with complex, multi-generational needs requiring executive-level coordination.
- Everything in Continuity
- Full coordination across all advisors
- Charitable strategy & facilitation
- Business succession planning
- Generational continuity planning
- Family narrative & legacy preservation
We work alongside your existing professionals — attorneys, CPAs, and investment advisors — to ensure everything is connected, current, and clear.
One-Time • Discovery
Family Wealth Assessment
$2,500 — $ 5000 (based on complexity)
$7,500 — $ 10,000 (High Net Worth Families)
A structured engagement delivering a complete readiness assessment, gap analysis, and prioritized action plan. Where every relationship begins.
- Family Snapshot (Assets, Documents, People, Obligations)
- Gap Analysis across Estate, Financial Visibility & Beneficiaries
- Family Readiness Scorecard (1-10)
- Legacy & Story Assessment
- Continuity Scenario Tests
- Discovery Report & Prioritized Action Plan
Ongoing • Retainer
Ongoing Support
Continuity
Ongoing advisor alignment and support
Legacy Office
Full executive support and life event management
RETAINER • ONGOING
Continuity
Custom Pricing (based on complexity)
Ongoing coordination, advisor alignment, and administrative support. Most families move into this.
- Quarterly or Annual Reviews & Refresh
- Advisor alignment — attorneys, CPAs, trustees
- Life event management & transitions
- Beneficiary alignment checks
- Client portal access & maintenance
- Ad hoc family requests
PREMIUM • FULL SERVICE
Legacy Office
Custom Pricing (based on complexity)
A full family office experience for families with complex, multi-generational needs requiring executive-level coordination.
- Everything in Continuity
- Full coordination across all advisors
- Charitable strategy & facilitation
- Business succession planning
- Generational continuity planning
- Family narrative & legacy preservation
We work alongside your existing professionals — attorneys, CPAs, and investment advisors — to ensure everything is connected, current, and clear.
The Wealth
Intelligence Framework
Ten mental models that shift how high-performing families think about money, legacy, and opportunity. These frameworks apply directly to the families we serve.
“Most families think about money in hours. The families we help learn to think in legacies.”
Framework 01
Billionaire Money Lens
- Where am I thinking too small?
- Where am I trading time for money?
- at leverage am I ignoring?
Think in Millions, Not Hours.
“Analyze how billionaires think about money in this situation…”
Framework 02
Wealth Pyschology Decoder
- Hidden fears about wealth
- Scarcity vs abundance patterns
- Emotional triggers around risk
Explain what's limiting my income potential.
“Break down my beliefs about money…”
Framework 03
Power Thinking Framework
- Decision speed
- Risk tolerance
- Oppertunity recognition
Compare elite vs average thinking.
“Explain how wealthy individuals think differently…”
Framework 04
Leverage System
- Capital leverage
- People leverage
- Technology & Media levee
Where can I multiply my income without more effort?
“Show me how to apply leverage in my business…”
Framework 05
High-Income Opportunity
- Can this scale to $1M+?
- Is it leverage driven?
- Does it build long-term wealth?
Reject anything small.
“Evaluate this opportunity…”
Framework 06
The Real Money Game
- Who controls distribution
- Where are profits concentrated
- Who captures the most value
Show the hidden structure.
“Break down how money actually flows in this industry…”
Framework 07
Wealth Blueprint $100k → $1M/month
- Business model & revenue streams
- Systems & scaling strategy
Focus on leverage + speed.
“Design a roadmap to scale $100k—$1M/month…”
Framework 08
Elite Decision Model
- When to move fast
- When to say no
- How they minimize risk
Apply it to your situation.
“Teach me how high level families make decisions…”
Framework 09
Unfair Advantage Builder
- Skills & positioning
- Distribution & network
Make me hard to compete with.
“Help me build an unfair advantage in my industry…”
Framework 10
Future Wealth Projection
- Where will I be financially in 3 years?
- What mistakes will cost me the most?
- What should I fix immediately?
Be direct.
“If I continue like this…”
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.
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 →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.
Wealth is Built. It's Rarely Organized
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.
