Legacy Planning

View our wide range of services:

• Coaching (internal system)
• Coaching to prepare family leaders to transition wealth, management and responsibilities
• Coaching to prepare heirs to receive wealth, appropriate responsibility, values, and understanding of familial expectations.
• Creation of a “Family Constitution” a plan to successfully transfer wealth and values
• Family Leaders
• Heir Preparedness
• Responsibilities
• Wealth Transitions
• Expectations
• Management
• Value system
• Core of business/family/closely held business
• Traditions
• Beliefs
• Wishes
• Philanthropy (Family Foundations)
• Business Succession/Exit Plan

Contact us for a FREE half hour phone consultation at 619-955-7422.

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