The wealth intentions program
What it is
A deeper, more experiential process that articulates a clear sense of your family wealth philosophy, often with refreshing new insights and conclusions.
How it works
- A values-based process that reflects the uniqueness of your family
- Choose between a comprehensive Wealth Intentions Program or select from individual components that are of the most concern to you.
Develop your:
- ‘Family Financial Philosophy’
- Program for financial independence, family legacy and social capital legacy
- Values-based approach to wills and estate planning
- Family Philanthropy Plan
- Next Generation Plan
What you can expect
- A safe environment to express your full intentions and explore your alternatives
- A commitment to complete those “unfinished conversations” you’ve had for years
- A document that integrates your thinking into a defined action plan
- Assistance in implementing your plans and ensuring you sustain them over the long term
