Includes insights from The Legacy Interview and Questionnaires
Clarifies family vision, mission, values and goals
Documents preferences for transferring wealth to heirs
Establishes charitable giving intentions
We seek to clarify your goals and current financial situation. If you are already clear about
your objectives and goals, we can simply prepare a Value Proposition Letter (Q.Tour 17).
If you and your spouse or family members have not yet clarified your goals, then more time
may be required. For this purpose we have developed the Discovery Dialogue and Legacy Interview.
These services conclude with the formulation of the Family Wealth Statement. In addition to
identifying the source of your wealth and your values, this exercise helps you move toward
consensus on complex issues. We can help you develop answers to key questions, such as
Do you know when and how your children should receive wealth that you want to transfer to them?
What portion of your tax money would you rather redirect to your family foundation if this will not reduce wealth available for your family?
Do you have a plan for funding your favorite charities through your family foundation?