Your journey is comprised of six essential steps:
Initial Presentation:Getting acquainted is an important part of our work together. In our initial presentation, we will review our philosophies and services, answer any questions you have, and invite you to share a little bit about your dreams, aspirations and goals.
Guided Discovery Process™:At the core of the process is a series of personal interviews that help you to identify and articulate your most closely-held values and how they relate to your goals for your family.
Your Vision Statement:Informed by your deeply held values, this living document provides guidance for future generations in areas from work to philanthropy. In fact, it functions as a bridge to connect one generation to the next with the hope that your children and grandchildren continue to be bound by your love.
Implementing Your Vision:We review your existing planning documents in light of your Vision Statement to determine if we need to make changes. We then draft a Family Charter that creates a Family Council to mange your wealth from generation to generation.
Initial Family Retreat:In addition to providing the ideal opportunity to share your vision statement with your family, the relaxed retreat setting encourages family fun and future development.
Ongoing Family Retreats:Many families view the retreat as such a powerful experience that they meet regularly for ongoing legacy reviews and planning.