A Multigenerational Focus that strengthen
“PEOPLE NO LONGER BUY THINGS”
“THEY PURCHASE EXPERIENCES
OR INVEST IN THINGS THAT REFLECT THEIR VALUES”
"Families Want Experiences"
AJE3 connects exceptional Lifestyle and Business opportunities to financially successful families.
At the heart of family leadership is the commitment to safeguard the long-term financial health of the family and maximizing the opportunity for financial growth through sound wealth management strategies.
At AJE3 we believe it is equally important to secure a multigenerational bond; the emotional connection between family members and relatives is a key component in the important work of managing a family's legacy. Experience tells us that giving the entire family the opportunity to connect, understand and embrace who they are as a family is an important way to safeguard their legacy of financial independence.
THE PAST, THE PRESENT , YOUR FUTURE
"...over the next 12 years, Millennials ... and Generation X will inherit an estimated $68 trillion from their Baby Boomer parents... the largest cross-generational transfer of wealth in history. "
- Forbes Financial
According to Financial Magazine which sites various financial statistics, we are about to witness the largest transfer of wealth in our nation’s history. Over the next two decades, Millennials and members of Generation X will inherit anywhere from $15 trillion to $40 trillion or more from their baby boomer parents and grandparents. This will be the largest cross-generational transfer of wealth in history.
At AJE3, we believe that it is essential to understand that wealth transfer is not only an ongoing process that ensures your family's financial profitability, viability, and sustainability, It is also a period of defining your family's legacy of leadership towards a better tomorrow.
What is the future this transfer of wealth will provide?
Your family's values, its legacy in leadership, and your unique family history must also make the transition into the future. AJE3 can connect you to experiences that will make that happen.
Many Family Office services do a very effective job of highlighting the key elements of long-term asset protection. If you look at many of the instructional tools they provide, however, the important intangibles of preserving who you are as a family through a multigenerational connection are absent.
Fifty50: A Guide to Successfully Balancing Work and Life!
photo courtesy 26northyachts
AJE3 founder Bernard Stewart developed an effective platform to offer relationship-building services for your family's Investments and Lifestyle. We understand the challenges of achieving a healthy work and life balance.
"Forever Moments in Time"
A well-executed family experience offers welcomed benefits.
Many adults over the age of 55 still remember well-coordinated family travel and vacation experiences from as early as age five according to a US Travel Association survey.
The family level experience of a “skin in the game” lifestyle investment is a memory that informs one's ability later in life to make profitable investment decisions.
Memories like these are strong and have a deeper meaning about family than school events or even birthday celebrations. Multi-generational experiences - “Forever moments in time”.
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