Planning

Whether it is through family activities to educate the younger generation, sharing information about family wealth, or multigenerational collaboration to give the next generation vital experience, we can do it all.

Educate, Share, & Collaborate

25% of failures in estate transitions were caused by inadequately prepared heirs. Finding ways to help your loved ones become well-equipped to stewards of family wealth is key in the hopes of intergenerational unity. 

Asset Maps

Apple had One Thousands Songs in your Pocket, we have All your Assets on a Single Page. This is the first step of all our planning. All the comprehensive data in the world won’t help someone make a decision if they can’t clearly see how it is related.

We use the MultiGen Asset Map in order to better understand the families we advise. It is a visual experience that displays the family members, entities, assets, liabilities, insurance policies and so much more. It is the key to enabling thoughtful communication and coordination with all your other advisors. We also use the asset map to help families talk clearly and effectively about their wealth.

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Goal Planning & Monitoring

With our innovative and collaborative planning tools, we help families create a realistic plan designed to meet your specific goals. Once we have a baseline plan, we thoroughly test the plan and gauge the probability it will be successful, discuss priorities and look at tradeoffs that can be made to attempt to improve your odds.

Goal Planning & Monitoring

“A family mission statement is a combined, unified expression from all family members of what your family is all about –what it is you really want to do and be –and the principles you choose to govern your family life.” Stephen Covey 12% of the estate-transition failures are due to a lack of a unified mission. Those families that lacked a wealth mission statement or lacked a family consensus behind such a statement, bore the brunt of wealth transition failures. Just as family mission statements foster a sense of purpose, so do philanthropic mission statements. They give purpose to your giving and act as a filter and guide to focus your donations and involvement in your charitable efforts. Ultimately it increases your impact in the organizations and people you serve.
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family story

60% of estate wealth transitions were caused by a breakdown of communication and trust within the family unit. Understanding our roots and who we are, helps us find a path forward. The way to understanding who we are and where we come from is through story. Claire Halsey explains that “our identity is strongly tied to our family and its history; not only where we’ve come from, but the family characteristics such as adventure, courage, creativity and even the jobs or achievements of family members.” Halsey explains that family story telling reinforces family characteristics and establishes the connection between generations.Legacy always, always begins with story. A legacy story shared fosters stewardship. A legacy story plus stewardship lead to a shared family wealth story. Part of our essential work is helping families understand and share their legacy wealth stories to foster increase intergenerational communication and trust within the family.