T.Volk & Company is a boutique advisory firm that specializes in assisting families and their advisors to include closely-held businesses, family offices (single and multi-family).Learn how We Can Help
launched as an advisory firm dedicated to helping families flourish. The cornerstone of our work is focused around the five capitals of the family:
Human, Intellectual, Social, Spiritual, Financial
Our practice offers customized engagements for clients to help families with a variety of projects:Interviews and assessments, Governance, family committees, and councils Stewardship, ownership, and inheritance.
For the advisors, we offer: Strategic planning, Branding and marketing, Enhancing revenue, Client experiences, and Succession planning.
Timothy J. Volk, CFP, is the architect of a highly successful entrepreneurial career encompassing independent advisory, strategic planning, and financial services (banking, wealth management, insurance, and real estate) and is driven by his core values of family, community, and responsible stewardship. As principal of T. Volk & Co., he leverages his experience in a successful legacy family business and provides prudent and trusted counsel to families striving to protect their enterprises and preserve their wealth.Start Listening Now
Each family is unique and its needs are specific to a moment in time, but we've shared some of our success stories to give you a better idea on how we might be of help to you in your family or your practice.Our Stories
All voices need to heard if families are to flourish. This simple-sounding task often stalls, however, when dealing with the challenges of diversity and inclusion. Increasingly, modern leaders are expected to encourage everyone to use their voice, to be heard, to share their thoughts, and to be willing to learn more about what is means to support diversity and inclusion. As members of the LGBTQ community, we understand the necessary guidance and insights to help others learn and thrive with acceptance.
Our clients often lack the time and the objectivity necessary to undertake special projects. So, we often begin our engagement by conducting interviews to assess the current environment, to have a better understanding of each participant’s views, and to listen to their expectations. We then outline the common themes and help to organize a strategy to accomplish the desired outcome.
Many times, the engagements have a long horizon of one or more years. That long-range vision gives us, as advisors, the opportunity to develop a deep understanding of the client, their environment, the unique circumstances, and the overall desires of the family or advisory practice to thrive. On these engagements, we work on an annual basis, with a quarterly retainer.
Outside advisors, serving as a board, can greatly help improve the family and its privately held enterprises. The advisory board can develop a deep understanding of the family, its business interests, the leadership team, insight into how the family members see the enterprise, as well as providing objective and constructive guidance as an active board member. This is a limited service based on an annual engagement.
We have an expansive network of vetted professionals in all expertise surrounding wealth. We are happy to make introductions and or include them in our engagements as requested.
Every advisory practice that we've worked with wants to grow and to expand their client base. We have more than 30 years of experience in developing new business for professional firms. We successfully have helped our clients identify unique strengths and methods, enabling them to expand their business with the target clients -- who then are delighted with the high-quality guidance they receive. At T. Volk & Co., this service is typically a project-based engagement.
All humans struggle with learning what they don’t know. Our ability to learn depends on our mindset, so starting with the “beginner’s mind” can clear away flawed assumptions. Although families often feel isolated or alone with the issues they face, their difficulties are often more common than they realize. We help families cope with the issues surrounding wealth by using verified methods and tools that have helped other families and their advisors.
As a 4th generation family member in our family business, I began my career in life insurance. Today, life insurance products remain a critical element in financial planning. Fortunately, the products have improved and have been tailored to advanced estate planning for families. We have access to the best-in-class insurance offerings that, when combined with objectivity, can provide greater peace of mind for our clients.
Many families have rising generations who need to self-identify their own skills and ability. These younger family members, however, often struggle to find objective mentoring and coaching designed to help them discover their own passions and interests. Families who actively invest in their human and intellectual capital have a greater chance of avoiding entitlement and apathy. These programs are tailored to the client and are typically engaged on a project basis.
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