Generational Teams in Business
Generational Teams in Business
Generational Teams in Business
Helping families build lasting legacy through faith-driven financial planning, enterprise, and purpose.
At 3:23, we walk alongside multigenerational families who see capital not just as a resource, but as a responsibility. These families aren’t just planning for retirement—they’re raising children, building businesses, and asking how their decisions today will shape future generations. We help families who want to operate as a unified team across generations—integrating finances, enterprise, and legacy around a shared gospel mission. We serve families who view their household as a team, not just a collection of individuals. This includes parents eager to train their children through real work and shared responsibility, families building or managing operating businesses together, and households investing collectively with a focus on long-term peace, simplicity, and impact. Many of the families we serve are also seeking biblically rooted financial guidance and discipleship as they align their stewardship with their faith and generational vision.
What We Offer
Faith-Driven Financial Planning
Stewardship plans that cover budgeting, giving, investing, and legacy—aligned with your family’s convictions and goals.
Enterprise-Level Consulting
Support for family-led ventures—from evaluating opportunities to clarifying roles across generations.
Family Investment Strategy
Portfolio design and asset allocation built for simplicity, shared decision-making, and future readiness.
Legacy and Succession Guidance
We help families articulate their core values, prepare heirs, and structure leadership transitions with clarity.
Consulting Network
In addition to our planning work, we have a trusted network of partners—fractional CFOs, business advisors, and consultants—who provide targeted support to help your family enterprise grow wisely. Whether you're navigating pricing, cash flow, hiring, or strategic expansion, we’ll help match you with the right expertise.
Faith-Driven Financial Planning
Stewardship plans that cover budgeting, giving, investing, and legacy—aligned with your family’s convictions and goals.
Enterprise-Level Consulting
Support for family-led ventures—from evaluating opportunities to clarifying roles across generations.
Family Investment Strategy
Portfolio design and asset allocation built for simplicity, shared decision-making, and future readiness.
Legacy and Succession Guidance
We help families articulate their core values, prepare heirs, and structure leadership transitions with clarity.
Consulting Network
In addition to our planning work, we have a trusted network of partners—fractional CFOs, business advisors, and consultants—who provide targeted support to help your family enterprise grow wisely. Whether you're navigating pricing, cash flow, hiring, or strategic expansion, we’ll help match you with the right expertise.
Ready to learn more?
Here’s some good news: you can start saving today. Simply fill out this form to connect with our team. Our providers will reach out to help you save money, get great coverage, and grow your assets.
Ready to learn more?
Here’s some good news: you can start saving today. Simply fill out this form to connect with our team. Our providers will reach out to help you save money, get great coverage, and grow your assets.
Ready to learn more?
Here’s some good news: you can start saving today. Simply fill out this form to connect with our team. Our providers will reach out to help you save money, get great coverage, and grow your assets.
Guides For Your
Financial Path
Privacy Policy
Terms & Conditions
Subscribe
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Website by Parable Marketing Group
Guides For Your
Financial Path
Privacy Policy
Terms & Conditions
Subscribe
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Website by Parable Marketing Group
Guides For Your
Financial Path
Privacy Policy
Terms & Conditions
Subscribe
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Website by Parable Marketing Group