About

How are you accumulating wealth? (Are you!?) Have you considered how others have accumulated wealth? The majority of this nation’s wealth has been accumulated through ownership of businesses, real estate, or through family transfer.

Most of it is lost within three generations.

Do your advisors address these issues? Do they protect your family and your assets from creditors? Are your kids and grandkids prepared to be stewards of your family legacy?

Crosswind Strategies was formed by a team of professionals to address these very questions — protecting and building value in your company, providing security and peace of mind to your family, and ultimately preparing future generations to maintain and expand the family legacy.

Being "wealthy" is a manner of traveling, not a destination. We seek to become a reliable, credible, and meaningful travel companion.