Action

What Can You Do?
At the Institute for Preparing Heirs, our more than four decades of experience have shown that full family involvement in the estate planning process is critical to success. Families must have the willingness to invest time and energy into learning how to work as a team to preserve their wealth and harmony.

Would Your Family Benefit From Our Experience?
Families at risk tend to share similar concerns.

In turmoil as a result of outright hostility and non-communication within the family, parents and siblings fighting over control of family assets, or spouses feeling "unheard", causing dissent
Concerned about substance abuse problems, or heirs lack of readiness or a sense of "entitlement"
Adrift due to a sudden changes (divorce, health, death, sale of company), heir disconnects from family, business or assets, or with respect to philanthropic wishes versus lifestyles.
Remote from one another... lost in what we term "Cordial Hypocrisy" and unable to have honest and authentic expressions of concern or care. Quietly remaining distant from one another in order to avoid "sensitive" issues (often over money or control).
Separating in their individual life interests and making no visible effort to appreciate the values of "family" for the grandchildren and heirs-to-come.

Is Your Family Ready To Take Action?
Families we have helped want to empower their children to be wise stewards of family wealth, want them work to retain the fruits of a lifetime of hard work, and want to identify shared values, develop family goals and create a family mission.

Depending upon your family’s needs and concerns, we offer best practices for several engagement levels that begin with the creation of a Family Wealth Mission statement to unite the family as a team.

For additional information about taking action for your family, please contact us.