Helping you connect financial resources to family values.
Wealth. Meaning. Wellbeing.
IT’S ABOUT
MORE THAN
JUST MONEY
Share Save Spend® helps multi-generational families, family businesses and family offices bridge the gap between quantitative and qualitative matters.
We consult regularly with families and their advisors to better align financial goals and decision-making with the family’s values, all while providing access to effective educational resources that benefit every generation.
EVERY FAMILY IS ON ITS OWN UNIQUE JOURNEY.
At Share Save Spend, our focus is on individual and collective wellbeing.
OUR SERVICES
When you invite Share Save Spend into your innermost circle, it’s an incredible honor. We know it’s not easy navigating the complexities of generational wealth while still trying to live your life. That’s why we’re focused on bridging the gap between your trusted transactional experts — wealth managers, lawyers, accountants and others — and your family.
At Share Save Spend, we work closely with families to help:
Ignite meaningful conversations;
Deconstruct the complexities with family dynamics and competing generational goals; and
Build a customized “roadmap” that aims to optimize individual and collective wellbeing.
The choices we make with our money significantly impact our wellbeing. Share Save Spend’s virtual learning platform Money Sanity U® has been a game changer for families. With this proven, research-based tool, individuals and families discover, or re-discover, the important connection between money and wellbeing.
Each learning track is designed to inform and engage users of all ages with simple yet effective insights and real-life application. Sample topics include:
Money & Relationships
Managing an Inheritance
Helping Young Adults Build Financial Capabilities
Wealth & Marriage
A Grandparent’s Financial Impact
FEATURED BY
CLIENT
IMPACT
“Nathan and Share Save Spend transform the way families connect with each other — and with their wealth. Through practical wisdom and heartfelt guidance, Read MoreNathan empowers families to build knowledge, nurture stronger relationships and create a flourishing future together."
- Kristen Bauer, CEO
Laird Norton Wetherby
“Nathan does the work that matters, that families can often overlook. Leading families, that care about Read Morealigning money and values, understand the importance of engaging with Nathan and his firm to prepare the next generation of inheritors … I can’t recommend Nathan enough. He’s a tremendous resource and trusted advisor.”
- Mindy Kalinowski Earley
Chief Learning Officer
Family Office Exchange
"Nathan has been instrumental in strengthening the connective tissue of my family and family business. Read MoreHe's helped me navigate very difficult conversations in both professional and personal spaces, and is responsible for shaping my values around money and how it impacts my wellbeing."
- Aaron Engler, CEO & President
Border Foods