Celebrating 25 Years of Serving Living and Lasting Legacies.

■ Reading Time - Full Magazine - 20 min Category -
  • Vision Magazine

Covenant

Anniversary Edition of our Vision Magazine. Download here.

Magazine Contents:

Why a Family Wealth Advisor Matters

How Covenant’s multidisciplinary model responds to the real challenges business families face-helping them find clarity, structure, and healthy communication across generations.

25 Years of Serving Living and Lasting Legacies

A look back at the foundation of Covenant’s work: wise stewardship, boutique-level personal service, and long-standing relationships.

Lessons Learned from 25 Years of Serving Families

Insights from decades of walking alongside families through transition, governance, ownership, and leadership planning.

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