Investment, legal or tax strategies do not themselves guarantee a wise and meaningful transfer of your wealth, values and hopes for the future of your family. Successful family wealth and legacy transfer requires effective communication, deliberative planning, healthy family relationships, education and trust among the generations.
Families who succeed at transitioning wealth from generation to generation adhere to 3 core legacy values:
Family Legacy planning requires a commitment to meet as a family on a regular basis, both formally and in-formally, and having family events to celebrate family legacy achievements. Equally important is the establishment of a Family Legacy governance structure that may include a family advisory board, trust funds, competency training and a family bank for those investments aligned with family legacy goals.
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“Movements of the soul are made known by movements of the body.”Alberti, Mentor of Leonardo da Vinci