Insights & Research

Searching for document

 
.
 
 
 
 
 
 
 
 
.
a

, , | Wealth Planning Insights - January 17, 2018

  SUMMARY
  • As families increase in size and diversity, making decisions about shared wealth becomes increasingly more difficult.
  • Having a mission or “Cornerstone Statement” can foster a greater sense of clarity around vision, values and purpose for the wealth.
  • In order to meet future challenges and changes, it is important to periodically revisit the family's mission to ensure its relevancy.

Families who successfully navigate the complexity of wealth through multiple generations recognize the need to establish a framework for decision-making that includes foundational documents featuring their values, vision and mission.


    (click below button to read more)

 Open PDF
Subscribe to the Wealth Planning Insights email list:
Developing A Family’s Values, Vision and Mission Statement: The “Cornerstone Statement”
.