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| Heritage Planning |
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- Assistance with the Heritage Process - using "guided discovery" to assist families with preparation for an inheritance.
- Helps families communicate about values, traditions and what is important about their family that is not related to their money or wealth.
- Creates family unity and a better chance of retention of your family business or assets.
- Results in the creation of a Heritage Statement and Family Council for children to practice working together before their parents pass on.
- Helps children practice investing together and making group decision to learn team work.
- Attempts to help families create a charitable purpose that unites them with a common mission and gives all family members a role in the family council.
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