Individual & Family Services - , ,
"Your family's legacy will be defined largely by your family's relationships – by who you are, how you engage with each other and the capacities you build within your family. A strong family can build (or re-build) a financial fortune. Yet, money itself can't build a strong family." Relationships are like the proverbial mass of the iceberg below the surface of the water -- unseen yet determining the direction of that which is seen. When the relationships involve families who share financial assets, the complexities are magnified.Well-conceived business and asset protection strategies and comprehensive financial, tax and estate planning are important steps to take to sustain a business-owning family's wealth. They are necessary, but not sufficient. Regardless of the planning to protect their financial assets, the family and the nature of their relationships with each other, with money and with themselves are paramount in determining whether the family's wealth will be sustained across generations. Through Legacy Family Planning, we are a resource for families in cultivating: Family Culture * Family Cohesion * Family Capabilities Of course, families are made up of individuals. So, we work with individual family members as well, to guide them in making better choices, having more meaningful conversations, and consistently grounding their conduct in thoughtful reflection.Our work with individuals focuses on self-awareness, personal accountability, and individual aspirations which leads to great impact in their personal, family, and professional lives.
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