Family Wealth Mission Day
This enlightening and highly productive working session is a starting point for participating families to begin their journey to post-transition success. We recommend that this be facilitated by leaders in family coaching and post-transition planning.

Family Wealth Mission Day "take-away" values include:

  • Develop a Family Wealth Mission Statement to share with all family members
  • Develop a Glossary of Terms as it relates to the Family Mission (i.e. community charities, educational purposes, special needs)
  • Determine the role of the Family Mission in the estate plan
  • Identify present and future family priorities