Family Office Foundation

Unite your family members in passing on your values to the next generation,
moving from success to significance, and leaving a meaningful legacy

CLIENT SUITABILITY

Every family passing along wealth or control over assets to the next generation should have annual family meetings to review success. Clients with more than $1,000,000 of assets passing to the next generation often have a variety of legal, tax, and investment issues that need to be communicated to the next generation. Such communications are most effective in family meetings that affirm family relationships and illustrate how technical planning details foster deeper relationships. Ideally, each family meeting should be led by an adviser who understands the family’s relational dynamics as well as the technical issues related to transferring ownership, cash flow, control or management responsibility to the next generation.

Expected Outcomes:

  • Develop a strong sense of family unity
  • Inspire each family member to pursue a calling
  • Establish clear leadership and succession structures
  • Help family members understand their responsibilities and likely rewards related to upholding the family's values