Many people with wealth are uncomfortable talking about money. We help you prepare for great conversations around money that bring the family together with a common vision. We bring skill facilitation resources designed to manage conflict and increase family unity.
The Legacy Interview deals with profound questions:
- How do you define financial independence?
- What is successful wealth succession?
- How much is enough and how much is too much?
- Balance between fair and equal
- Communicating your plans with your family
- Minimize family conflict
- Protecting your family from creditors and predators
- How much should you do to protect your heirs?
- How to train and mentor your heirs
