Total wealth assessment:
- Human
- Social
- Financial
- Spiritual
Purposeful wealth plan:
- Defining Living Legacies
- Vision and Mission
- Values and Traditions
- Family Goals
Using financial wealth to:
- Promote Individual Initiatives
- Encourage Personal Interests
- Advance Knowledge
- Live Meaningful Legacies
About your family:
- Developing a Family Tree
- Documenting History
- Determining a Moral Biography of Wealth
Family meetings:
- Purpose
- Defined Roles and Responsibilities
- Maintaining Unity
- Conflict Resolution
Philanthropy:
- Family Definition/Level of importance
- Responding to Family Mission
- Creating a Philanthropic Portfolio
- Customized Financial Education Plan
