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Heritage Planning-The 3rd Element™ of Successful Multi-Generational Planning

Planning for your money is not the same as planning for your family.

Elements for Sustaining Wealth & Unity

Foster strong and effective communication, and build trust between generations.

Guidelines for Effective Family Governance

Through this structured learning experience, the succeeding generations will be prepared for the wealth they will receive.

What Matters

Honor, Family Unity, Love, Responsibility, Faith, Leadership, Philanthropy, Forgiveness, Compassion and so on.