IN SEARCH OF THE
TRULY SUCCESSFUL FAMILY

Family is everything which is why our approach to heritage planning is different. Browse the resources below for tools and guidelines on getting started

 

HERITAGE PLANNING-THE 3RD ELEMENT™ OF SUCCESSFUL MULTI-GENERATIONAL PLANNING 


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


THE ELEMENTS OF HERITAGE PLANNING 


How to foster strong and effective communication, and build trust between generations.


GUIDELINES FOR EFFECTIVE FAMILY GOVERNANCE 


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


WHAT MATTERS? 


It’s a straightforward question—and answering it couldn’t be more important.