Posts Tagged ‘Family Philanthropy’

Family's Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer

Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing little-known but highly-effective legacy practices and skills to their unique family culture and circumstances. This is what…

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Heir Preparedness: Estate Planning For Long-Term Family Success

Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.) Family Education Family Philanthropy Family History & Resources Family Reunions Family Financial Health…

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