Jim Munchbach, is an independent advocate for Texas business owners and their families.
Jim is CEO and Founder of Family Wealth Builder, an independent, family owned business dedicated to helping people manage the risk and reward of everyday life, recover from the unexpected, and realize their highest purpose. Learn more at FamilyWealthBuilder.com
Jim and his team at Family Wealth Builder offer Fee-Only financial planning and coaching services for individuals, families, and business owners regardless of Net Worth. Family Wealth Builder offers a monthly subscription plan for any budget starting at $250. No contract required.
Jim Munchbach provides independent Fiduciary and Investment Management services for Qualified Investors through an independent RIA firm located in Houston, Texas. Brochure available upon request.
Every client engagement begins with a customized Family Wealth Blueprint which is specifically designed to deliver more clarity, confidence, and contentment than traditional planning.
The problem with family wealth is that most inherited wealth never makes it beyond the next generation — 90% of wealth planning fails to keep the family legacy alive. The problem has been around for hundreds of years and it has nothing to do with Investment Management or Estate Planning.
Our solution is to help our clients clarify their vision, values, and purpose so that everyone in the family — and on the advisory team — is on the same page.
Families hire us because they want and need three things:
1. Strategic Plan Design (The Blueprint),
2. Better Communication and Coordination (includes your Financial Advisory team), and
3. To Get Things Done.
Because or process begins with a Family Wealth Purpose Statement we’re confident that we can help any family design a lasting legacy.
Our secret: The Ultimate Blueprint is designed to help you build a family legacy that will leave the next generation touched, moved, and inspired to **Pay It Forward**.
Jim and his team at Family Wealth Builder work in strategic alliance with Charles Schwab and Company, CAZ Investments, and other independent investment managers to provide accredited investors and business owners access to institutional investment strategies typically unavailable to the vast majority of families.