Advancing the Flourishing Family

”Financial wealth is one of the means, and not the end, for family flourishing and multigenerational happiness.

John R. Kamprath, CFP®, CEPA®President & CEO

Bio

John R. Kamprath, CFP®, CEPA®

“One sees great things from the valley; only small things from the peak.” -G.K. Chesterton

John helps clients articulate their unique goals and collaboratively creates a transformative plan for navigating their future. John seeks to discover meaning, chart purpose, and deliver value to clients and their family enterprises.

Previously, John worked with a boutique multi-family office in Jackson, Wyoming, offering bespoke family enterprise cultivation, structural financial planning, inter-entity cash flow management, investment policy formation, and asset allocation. Prior to that, John worked at UBS as a Wealth Advisor, Portfolio Manager, and Senior Retirement Plan Consultant to private clients and businesses throughout the Northwest. There he also participated on the twelve-member Retirement Plan Consulting Services Advisory Board for five years.

John is a Certified Financial Planner™ Professional, a Certified Exit Planning Advisor™, a Certified Plan Fiduciary Advisor™, and has passed level one of the Certificate in Investment Performance Measurement from the CFA Institute. He received a BA in English Literature from the University of California, Los Angeles and an MA in Theology and Christian Ministry from Franciscan University. John and his wife have eleven children and eight grandchildren. He enjoys wine collecting, powder skiing, road biking, and piano performance.

Generational Legacies Wealth Management focuses upon the family and their multigenerational aspirations.

Our core values of Clarity, Fidelity & Order help families simplify the activities associated with their wealth.

Our Generational Process

The Family Capital Discussion
(hover over image to learn more)

First, we engage the family in conversations about their dangers, opportunities, and strengths.
Then, we meet with the family and their other trusted advisors to attain clarity & alignment on all forms of family capital.
Next, our fiduciary responsibility compels prudent decisions rooted in our process- driven, risk managed, goal-based and cash flow sensitive Family Capital Plan.
Finally, we order, advise, counsel, allocate, & invest for the family’s aligned objectives.

Our Generational Planning

The Family Capital Plan
(hover over image to learn more)

A risk & wealth assessment of the family’s current situation that tests their qualitative & quantitative Family Capital over a defined time frame.
Then, we meet with the family and their other trusted advisors to attain clarity & alignment on all forms of family capital.
Implement an action plan, including investment policy formation, asset allocation, and portfolio design.

Advancing the Flourishing Family

John R. Kamprath, CFP®, CEPA®
President & CEO

PO Box 453
Coeur d’Alene, ID 83816

info@GenLegacies.com
208.299.0400

Saeculum LLC is an investment adviser domiciled in Idaho. We operate under the trade name Generational Legacies Wealth Management.

Advisory services are offered through Generational Legacies Wealth Management, an investment adviser domiciled in Idaho. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.