He's searched for his soul and found it! I remember talking with Haines some years ago, about the time Simonoff was writing the portrait of his company. Haines, who notably identified the difference between portfolio managers and financial planners-the first is technical, a numbers person; the second a counselor-aligned himself with the left-brained numbers guys, noting that on the Myers-Briggs personality test he was clearly a "thinker." Haines' industrial psychologist, Marty Carter, was using the Myers-Briggs to test employees to find out how they might best fit in the company. But when I talked with him the other week, he told me that even a left-brained person could be taught to do the counseling work that he does in his new company.

"Do you think you're left-brained?" I asked him.

"No," he said. "I think I'm more right-brained." Turns out that the Myers-Briggs test shows the same thing. Now he is a "feeler" rather than a "thinker." So he has changed himself! Part of the change is no doubt due to his wife, whom Haines married in December 2009. Guess what? She's an artist. On the first page of the brochure for his new company, it says: "Being a dreamer isn't always celebrated in our society." That's not the Charlie Haines I once knew.

But you want to hear about Haines' new business. "My new business is a reflection of my new life," he says. Haines introduced the name of Kinsight LLC just last summer (2011) His new business is pretty much what Evan Simonoff predicted nine years ago but with even more frills: a multi-family office with real emphasis on creating a family legacy and a means of communication between different generations. Surely, other financial planners and multi-family offices have been moving in this direction for some time. One of the most visible is GenSpring Family Offices, which is spreading from Florida up the East Coast and now across the country.

Like other broad-based family wealth consultants, Kinsight focuses on wealthy families that want more help than just money advice. "We're not looking for people who value money," Haines said. "We're looking for people who worry that money will hurt their family."

For example, Haines recently met with a man who will be inheriting more than $20 million over the next few years. "He's worried that the money will hurt the children," Haines said. Kinsight has developed its entire program to work with families like this.

When Haines was searching for ways to best serve families, he considered developing his own program. If he could not design a program that was the best in the business, Haines decided he would work with someone else. And so it is that he is working with the Heritage Foundation, a conservative think tank in Washington, D.C. Haines has gone through the training program to become a certified wealth consultant.

The Heritage process begins with a "guided discovery" of the family's history and stories and values to create a genogram, or pictorial history of the family, including medical history. This might involve a family gathering where one of the members of the Kinsight team interviews the male and female head of the family. Children down to age 10 are included in these family discussions. Family members tell their life story and money stories and talk about what they've learned from them. Haines will proceed in whatever manner the family desires.

Many families want to create some tangible object that represents the family legacy. For example, the interviews with the family matriarch and patriarch might be filmed and edited. Several filmmakers, such as Iris E. Wagner, the founder of Memoirs Productions in Montreal, do this type of work, turning the family history and legacy into a dramatic story. A musical family might plan to trace the family's history in music.

One woman who quilts put the family stories on different squares and sewed them all into a family quilt. From this meeting, the family puts together a heritage statement, listing the family values and history that are important and that the family wants to preserve. It should say: "This is who I am. This is where I came from. This is what I believe. This is what I hope for my family, now and in the future." All the answers are put in the words of the family patriarch and matriarch so that future generations will hear "your story directly from you and not through word of mouth," according to The Heritage Institute.