Kardia Services

Kardia, Inc. is a family office that provides a vast array of services to its member families at two levels.

Our Level 1 service takes each family through our comprehensive and unique Family Wealth Counseling process leading to the development and implementation of a customized, intergenerational Master Stewardship Plan for their family. This Family Wealth Counseling process has four phases.

Our Level 2 services ensure that the family’s Master Stewardship Plan stays current and on-course in future years. We also actively engage the entire family to effectively participate in ‘living out” their family’s plan.

The links to the left explain our Level 1 Master Stewardship Planning services and our Level 2 Master Stewardship Planning maintenance and on-going operation services to help the family keep their plans producing the maximum impact for the family and for the Kingdom of God.

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