Many wealth managers and family office professionals have an ulterior motive to keep or grow the asset base of the individual or family, as that provides job security and increasing revenue streams to them. Therefore, defining ‘enough’ and facilitating the disbursement of surplus resources to make a bigger difference in the world may be seen as being against an advisor’s interests. However, for most Enough Planning advisees, the imperative to use wealth for the greater good is growing, and their advisors are critical allies on this journey. The personalized Enough Planning engagement is offered by Abacus due to SEC regulatory constraints in the U.S. However, it is a standalone engagement and many participants have existing advisory or family office relationships they don’t intend to change. We invite any professionals the advisee would like to include in their Enough Planning engagement to participate. Our philosophy is that the more professionals who come to understand the win-win inherent in this process, the better.

There are several networks and movements working with high net wealth individuals who have interest in using resources to make the world better. In general they have a particular angle on what ‘better’ looks like. For some, it’s redistribution to greater community ownership of assets. For others, it’s focusing on impact investing or a particular style of philanthropy. Abacus’ Enough Planning Group is close to many of these organizations and can facilitate introductions where helpful.

An Enough Planning engagement typically lasts between 2-6 months and is paid for with a fixed project fee, paid half up front and half at completion. To receive a specific fee quote, please contact us. There is no obligation to become an ongoing Abacus wealth management client. We request that advisees make a commitment to take action with their identified surplus and respond to periodic future surveys so that we can track the aggregate impact of the Enough Planning Group.