Getting Started with Your Family Mission Statement
A family mission statement is a critical part of successful wealth transfer, uniting all family members and heirs around a common, agreed-upon purpose – and it’s the foundation of your enduring legacy. This article [...]
Why Understanding the “What” of Family Wealth is Important to Success
Making critical, successful decisions when it comes to wealth transfer and inheritance depends on a comprehensive understanding of what makes up that wealth. Here’s what you—and your heirs—should know. This article is the [...]
