Great companies unite around a common purpose and mission. They have clear objectives and rules for how issues are addressed and how success is pursued. Your family can use the same safeguards and procedures to improve the odds of achieving generational success.
We’ve developed a unique family legacy planning experience to engage clients, their heirs and closest relationships in conversations about what it means to be a part of their special family. We work with them to understand the family’s history and strengths, the challenges they’ve overcome and the values that make them strong. All of this information is compiled into a written family legacy document that includes a concise family mission statement, family governance procedures, policies and guidelines for participation in family wealth, schedules and agenda items for upcoming family meetings and much more. We want to see every client living on mission.