41 www.ceotodaymagazine.com WRIGHT OVERSIGHT & ORGANIZATION Family Foundation to give back to those less fortunate. Its mission is to improve the quality of lives in our community. Anyone can earn money and there is more fortitude in using it toward enriching the lives of those around you; both those in your inner circle, and those struggling to create their own. Financial success is important, but passing the values of diligence, integrity and care for our community onto my children is my most valuable accomplishment. The impact of our work on our clients is that they experience living their life with more purpose, centered on stronger relationships with those they care about, building memories, family and marital harmony, and confidence about their future for their desired standard of living. While money is means to an end for the lifestyle you strive to obtain, it should be spent living that life, not fixated on the state of your hard-earned wealth. Our clients understand the importance of focusing their energy on being more present in their lives, their passions and to achieve their goals and invest in more important priorities including health, time, family and relationships. In today’s world, money can buy almost anything, except a day that lasts more than 24 hours. In the finite window of each day, we help our clients prioritize what brings them joy, rather than fixating on the status of their wealth. Our philosophy is not one that fits all. We know that no families, or businesses, are identical. We tailor strategies to each client’s goals, priorities, and portfolio. We take pride in a custom approach, which is why all of our clients are organic and referral based. Instead of advertising, we exclusively invest our time and energy into each family’s finances we’ve been entrusted to oversee. Our comprehensive, goal-oriented financial services philosophy is rooted in delivering on the service for our clients. The only acceptable way for our team to operate is to consistently overdeliver and impress the clients, which is how we become trusted and irreplaceable in their lives, and only work with families with whom these values resonate. What success stories have you played a part in recently? We measure our success based on how clients achieve their goals. When they tell us about the incredible experiences from their latest family trip, it is humbling for me. I am proud because they did it — they found their purpose and followed through. We help our clients live their ideal life and help them build it, starting with a series of tools to help them identify their most closely held values and important goals. All meetings include both spouses and are centered around being on track to achieve goals, rather than drone on through a boring meeting about the stock market or economy, which we can all agree we don’t have omnipotent control over. One of our clients wanted to buy a vineyard in Napa and we helped him make that happen - they are now very successful, happy and are living their ideal life. What are the biggest challenges facing businesses and families today that you assist with? The biggest challenge for most of our families is relationships. Money can ensure a family’s financial buoyancy throughout life, but it is the relationships that will keep you afloat amongst life’s choppiest waves. Family wealth is often emotionally charged and sensitive. Wealth can often bring more stress than happiness, and we’ve built our business and community on facilitating healthy discussion with family so wealth, values and family can intersect and thrive. We help you realize what is invaluable and often intangible, and give you the tools to live a life more robust than any account. These discussions create positive outcomes and solutions to transfer wealth and values to the next generation. How do you intend to lead your business forward in the years ahead? I will lead our business forward by concentrating my team of expert’s collective energy into supporting our clients to achieve their goals and protect them from blind spots along the way. You have to be successful financially to be a fit for us, but we have the experience to secure your financial house in perfect order. You’ve worked hard to earn your life savings, so if you’re ready to ensure the fruits of your labor last throughout your whole life and contribute to your family’s bond and legacy, we are here to help. Warm regards, Darren Wright CEO, Wright Oversight & Organization
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